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EJ Cortez

Investment Advisor Representative


EJ Cortez began in the financial advisory industry in 2010. Born and raised in Hawaii, EJ brings warmth and aloha to every interaction and makes everyone feel like family. She strives to provide honest and practical advice and specializes in creating unique written financial plans for each individual, business owner and family with whom she works. She believes that everyone needs a financial advisor, no matter what their net worth or income. The way people manage their money has a tremendous impact on their lives, their happiness and their financial stability.

EJ is a member of the Portland New Generations Rotary Club and is a founding board member of Clear Transitions PDX -a program that helps women going through the divorce process.

EJ met her husband playing kickball and dodgeball. After having 3 kids her favorite hobbies have been put on hold, but one day she will get back to golfing, snowboarding, and hiking. She graduated from Pacific University with a degree in Business Management and Psychology.