19 years
Read the full profile of Elena Marsh, Retirement advisor
6 years advising
Next opening: Typically Mon, Thu, Fri, Sat
Self-employed
Rafael Ortega
Certified Financial Planner
Rafael helps freelancers and founders even out irregular income and pay themselves a steady salary.
- CFP®
- Based in
- Miami, FL
- Languages spoken
- English, Spanish, Portuguese
- Ways to meet
- Video, Phone
Meet Rafael
Rafael ran his own design studio for five years, so he knows the feast-or-famine pattern of working for yourself first hand. Today he helps creatives, consultants and founders build the safety net a payroll team would usually provide.
Expect a warm, lively conversation and a simple routine you can keep up in ten minutes a month.
Working together
- 01
Split business and personal money and set yourself a clear monthly salary.
- 02
Put tax aside automatically so April never comes as a shock.
- 03
Choose the right retirement account for your income and stage of business.
Where they help most
- Irregular income budgeting
- Solo 401(k) and SEP-IRA
- Quarterly taxes
- Paying yourself a salary
What clients say
“Rafael gave my freelance income a steady beat. I pay myself a salary every month now.”
Mia S.Illustrator “Quarterly taxes used to frighten me. Now they take care of themselves.”
Andre K.Photographer “He grasped my business in a single call and had my Solo 401(k) open within a week.”
Hugo L.Studio founder
Still looking
