Mario Ortega

As a New York Life agent, I’m committed to helping families and communities build lasting legacies. I provide trusted guidance and protection for what matters most—so you can create generational wealth, safeguard your future, and uplift those around you. Together, we build more than plans — we build impact. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 25 Metro Drive San Jose, Ca My California Insurance license number is 4108863