34382 Carpenters Way Suite 6 Lewes, DE 19958

Orlando is a financial advisor in Savant’s Lewes, DE office.

As a CERTIFIED FINANCIAL PLANNER® professional, Orlando is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Orlando has been involved in the financial services industry since 2014. Prior to joining Savant, he completed a nine-year stint with a global financial services firm, rising through the ranks as an investment associate, senior investment associate, and associate portfolio advisor.

Orlando earned a bachelor of science degree in finance from Florida Gulf Coast University. He volunteers at Feed my Starving Children, Delnor Wiggins State Park, and Boys & Girls Club of America teaching tennis. He also enjoys traveling.

Education &
Designations

Florida Gulf Coast University
Bachelor of Science in Finance
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

Feed my Starving Children – volunteer
Delnor Wiggins State Park – volunteer
Boys & Girls Club of America – volunteer

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Contact Orlando

"*" indicates required fields

First Name*

Last Name*

Email*

Phone*

Are you a Savant client?*

Message*

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.