Eileen Ortega is a Founding Partner of Fortress Wealth Planning. She brings more than 25 years of experience in private wealth management to the team.
Eileen specializes in working with individuals and families to establish, modify and administer their financial and estate plans, creating a blueprint for their long-term personal and legacy goals.
Prior to establishing Fortress Wealth Planning, Eileen was a Senior Vice President within the Trust Departments of two national banks, where she worked with clients to address complex wealth management issues and build comprehensive wealth strategies to meet the needs of current and successive generations.
Eileen earned her Bachelor of the Arts degree in Economics, with an underlying focus in English, from Rutgers University. She holds the Certified Trust and Financial Advisor (CTFA) designation.
Eileen has lived in St. Augustine for more than 20 years with her husband, Jorge, and their children, Damien, Peyton and Bryce. They enjoy the outdoors, travel and spending time with family.
Phone: (904) 301-4541