Broker Check
Dan Ortt, CFP®

Dan started working in the financial industry in 1996 with Fidelity Investments then moved back to Missoula in 1999 becoming a Vice President Wealth Advisor with First Interstate Wealth Management. He began Ortt Financial, Inc. in 2010 with a commitment to helping individuals and families reach their financial goals. Dan has his degree in Finance from the University of Montana and is a designated CERTIFIED FINANCIAL PLANNER™ (CFP®) with 20 years of experience.

He and his wife have lived in Missoula for 17 years and is the proud father of 2 children. Dan enjoys watching his kid’s activities, fly fishing, skiing, biking and Griz athletics.