
Meet Your Financial Services Copywriter
Dear Financial Marketer,
My name is Juan Israel Ortiz. I’m a direct response copywriter producing sales and marketing copy for financial services in the United States. As such, I aim to help financial marketers (like you) boost their response rates and build long-lasting relationships with their market.
Why That Field and Industry?
Since 2013, I’ve been really into economics and the finance world. Ever since I started picking up about financial stuff, I’ve learned a lot about investing in:
- Certificates of deposit (CDs)
- Cryptocurrency
- Individual stocks
- Mutual and index funds
- Oil and gas
- Commodities
- Precious metals
- Options and futures trading
I also worked in the insurance sector for three years for TOLIC and VSPOne. And I earned a Financial Awareness and Literacy specialization from McMaster University in 2020.
In fact, I’ve really gotten into the market lately. So, I’ve subscribed to some great resources like the Wall Street Journal, Barron’s, MarketWatch, and Global Finance. I also like to keep up with smaller magazines like ALUX.
Why’s That Important to You?
For over ten years, I’ve been exactly the type of person you want to reach.
I’ve read your marketing and PR pieces. I’ve seen your advertising. And many of my decisions (pro and con) have been made based on your copy.
That really gives me a special edge when it comes to helping you with your marketing and advertising content.
How Does That Make Me Qualified?
You’ll work with a skilled copywriter who really gets the financial services game. And, more importantly, one who knows what drives your ideal prospects.
I want to be real with you for a second: a lot of copywriters are in this job because it pays well, but that’s not why I’m here. I’m actually all about helping people escape poverty. My goal is to make sure everyone can access financial products and services that boost their financial knowledge and help them make more money.
Writing financial copy isn’t just a side gig for me — it’s something I’m really passionate about. I’m on a mission to help people gain financial independence and succeed in their money matters.
Therefore, I totally get how important my job as a financial copywriter is. And, honestly, I might even care a bit more than you do.
Whether I’m writing a mail-order package for a newsletter, an advertorial for an investment firm, or a magalog for a financial services firm… you’ll get my best work. And I guarantee that my copy will represent your brand accordingly. Or I will rewrite it until it does.
If you want to get to know me better, take a look at my FAQ page. There, I tackle the most common questions about my services.
You can also check out my methodology page to see how we move from our first meeting to wrapping up your project.
If you want to find out even more about me, just grab my information kit. It’ll fill you in on the full 411.
Either way, I hope to hear from you soon.
Until we meet again.

Juan Israel Ortiz
Financial Services Copywriter
mail@juanisraelortiz.com
Juana Diaz, Puerto Rico, USA









P.S.: Ready to team up with me as your copywriter? Just hop over to my order form and set up a chat. Don’t worry, there’s no charge for a conversation. Even if we can’t find a solution together, I’ll still do my best to share some useful insights with you.