From Chef to Connector: Deonna Ortiz on Networking, Financial Planning & Building Trust

Connections That Matter

In this episode of Connections That Matter, Andrew sits down with Deonna Ortiz, financial advisor at New York Life, whose journey from 17 years as a chef to a trusted financial professional shows the power of resilience, service, and networking.
Deonna shares how her personal story of financial struggle, caregiving, and single parenthood inspired her to help others plan for the future. More importantly, she reveals how she uses networking—not just to grow her business, but to become a connector who helps other professionals thrive.
💡 In This Episode:
✨ How Deonna pivoted from being a chef to building a financial advising career.
✨ The role of networking in turning clients into referral partners.
✨ Why being open, honest, and human builds deeper financial trust.
✨ Tips for entrepreneurs planning finances with risk, growth, and family in mind.
✨ How small, genuine conversations (even with an Uber driver!) can lead to new opportunities.
💡 Why You Should Listen:
If you’ve ever felt intimidated by finances or struggled with networking, Deonna’s story will inspire you. She shows how connection, honesty, and persistence can open doors—in business, in relationships, and in planning for a stronger financial future.
📣 Deonna is looking to connect with:
🔹 Entrepreneurs and families in mid-career who want to build generational wealth.
🔹 Business leaders curious about employee benefits that don’t burden the employer.
🔹 Community members who believe in the power of authentic connection.
🌐 Connect with Deonna:
📱 Phone: [phone]
💼 LinkedIn: https://www.linkedin.com/in/deonna-ortiz-7395a22ab/
💻 New York Life – Financial Advisor
🎟 Want to come network with us?
Check out upcoming events here:
👉 ⁠https://www.eventbrite.com/cc/nia-next-level-networking-3697909⁠