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Eduardo O

Series 66

Fort Lauderdale, FL

Simplicity wealth

Eduardo Ortega Ghiglione is a financial advisor with Simplicity Wealth in Fort Lauderdale, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Fontona, InsurMark, Vision 7 Advisory, PrimaHealth Credit, and Equitable Advisors. Outside of financial advising, he is involved in insurance sales, dental equipment regional sales, marketing services for dental offices, and residential real estate as a licensed realtor. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and complements its advisory services with technology and operational support for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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