Edgar Ochoa is an investment advisor and financial strategist with over a decade of experience in financial analysis, portfolio management, and macroeconomic research. Based in Tampa, Florida, Edgar specializes in working with small business owners — helping them navigate complex financial decisions through tailored planning, risk assessment, and strategic investment guidance that aligns with both their business and personal goals.
Edgar brings a comprehensive approach to client service — developing detailed financial models, conducting in-depth market analysis, and delivering actionable recommendations grounded in each client's unique situation. His work spans investment management, retirement planning, estate planning, tax strategy, and cash flow analysis, giving clients a full-picture view of their financial health. As a fluent Spanish speaker, Edgar is also able to serve the growing Hispanic business community, bridging language and culture to make financial planning more accessible.
Prior to his current role, Edgar spent six years as Chief Macroeconomic Strategist at Wall Street Easy in Montevideo, Uruguay, where he delivered economic analysis to investment boards, advised clients on portfolio composition, and contributed to firm-wide business strategy. His earlier career includes roles in equity research, commodity analysis, and financial analysis across New York, Miami, and Boston.
Edgar holds a Master of Arts in International Economics and Finance from Brandeis University's Lemberg International Business School, and a Bachelor of Science in Business Administration from Plymouth State University. He is proficient in Bloomberg Terminal, financial modeling, and international market analysis.
Outside of work, Edgar enjoys life in Tampa with his wife and one-year-old, and is deeply committed to the community he calls home.