Dulce Chavez

Dulce Chavez is a licensed agent specializing in all aspects of financial services. She is experienced with retirement planning, life insurance services, and has a background in tax preparation as well. Her focus with clients is to listen well – truly understanding their future goals in order to best design a plan that will enable them to achieve the life they envision for themselves when they transition from full-time work to retirement.

Ms. Chavez is bilingual; she understands the unique needs of her Spanish-speaking clients and works to accommodate those within the context of an effective investment strategy. She believes in fostering education and awareness around financial planning wherever it may be needed. Ms. Chavez takes a meticulous approach to evaluating the existing finances of each client and understanding where there are weaknesses or gaps that could be filled. She gets to know each customer extremely well, and works tirelessly with her customers to identify a financial plan that will accomplish the goals set forth.

As with all Orion advisors, Ms. Chavez works closely with the team at Orion Financial Strategists to ensure no option has been overlooked and every plan is organized to maximize its potential for the financial success of every client.