Eileen E. Ortega

Background

About Eileen E. Ortega

ileen Ortega is a Wealth Advisor and Founding Partner for Fortress Wealth Planning in Ponte Vedra Beach, Florida. Eileen works with widows and divorcees who are building new lives on their own. Although the problems they face may be different, their need is the same: an experienced, empathetic financial advisor who can lead them through uncertainty and into financial clarity. As a Founding Partner and Wealth Advisor for the firm, Eileen Ortega works with clients to create and manage financial life plans. In her 30-plus years in financial services, she has found that emotions are key drivers behind financial decision-making. She helps clients address any insecurities about money to empower them to make sound decisions. A Certified Trust and Financial Advisor, Eileen's focus has expanded over time from personal trust administration to comprehensive financial planning. She derives great joy in serving as a trusted partner to women experiencing a significant transition and seeking to maintain their financial independence.