Dawn Ornelas, RICP®

Dawn Ornelas began life in Germany, has lived in 4 countries including Spain, Greece, and the United States, and has traveled to over 25 countries. Within the U.S. she has lived in 8 states, with Austin and Brooklyn being home for the longest periods of time. She backpacked solo in Spain, Italy, and Croatia for several months in 2004. Raised in a multi-cultural family, she enjoys meeting people from all countries and cultures.

Dawn has over 26 years’ experience in the finance industry. and began her career with Equitable Advisors in 2005 as the Director of the Client Relations Program for Central Texas. By 2007, she was managing 32,000 unassigned clients and oversaw over 100 advisors in the New York City office. She was the youngest recipient of the AXA Appreciation Award for Outstanding Performance, Innovation, and Dedication to the CRM Program in 2009. Dawn returned to Texas and in 2020 transitioned to the Financial Consultant role. She has a passion for helping clients achieve their financial goals and feels that maintaining one’s financial health is as important as maintaining one’s physical health. She lives in San Marcos with her two boys, ages 10 and 16, her husband Gilbert, a local physician, and their many rescue animals. She enjoys attending art exhibits, museums, camping, traveling, reading, robotics competitions, and spending time with family and friends enjoying international cuisines. 

Professional Designations

• RICP® Retirement Income Certified Professional

Licenses

• Series 7
• Series 6
• Series 66
• Texas Life & Health Insurance

Education

• BA in Political Science with a concentration in National Security/International Relations from the University of North Carolina at Greensboro
• University of Madrid (Universidad Complutense de Madrid) – Spanish Language and History
• University of Maryland at Torrejon, Spain Global Campus – History, Language, and Culture of Spain
• The American College of Financial Services

Areas of Focus

• Retirement Income Planning
• Sustainable Withdrawal Strategies
• Investment Risk Alignment
• Estate & Legacy Planning