Valeria Suaza Salamanca

Employer firm

Ortman Financial Planning CRD 281944

$63.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → 05/2025
  Lifeguide Financial Advisors
  Mechanicsburg, PA
• 01/2023 → 05/2024
  Messiah University Office Of Development
  Mechanicsburg, PA
• 05/2023 → 09/2024
  Wolford Companies, Inc
  Chester, MD
• 08/2022 → 05/2025
  Messiah University
  Mechanicsburg, PA
• 07/2015 → Present
  Student
  Frederick, MD
• 06/2025 → Present
  Ortman Financial Planning
  North Bethesda, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-09

Other Names

• Valeria Suaza