Our Experts and Partners
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Carolina Guedez
Ockham Finance Founder. Expert in Life Stage planning and FP&L for Business consulting. Resided and invested in various cities across 3 continents. Extensive experience investing pension funds and plans in over 50 countries. Previously served as a Finance Director at a large S&P 100 company and as Fractional CFO for emerging private startups. Currently resides between the San Francisco Bay Area and Europe.
R.A.Z.O.R. Index = 40/100. Business and Life Stage conservative planner.
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Javier Neves
Expert in Life Stage Planning, Real Estate and Business operations. Extensive international and cross-border experience, speaks 7 languages and has resided and invested across 3 continents: Europe, South America, and three states in the United States. Executive experience in Fortune 50 public and private companies, including Strategy and Planning roles to ensure the long-range viability of investments. Currently resides between Los Angeles and Europe.
R.A.Z.O.R. Index = 60/100. Risk balanced & planner advisor.
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Simon Benarroch
Expert in Analytics and Technology applied to investing, real estate and business insights. Executive experience with over 20 years working for Procter & Gamble in consumer goods, and over 6 years for Visa in financial services. Expert in turning insights and analytics into business strategy and growth. Extensive international experience, having resided and invested in 8 different cities across 3 continents: Europe, South America, and three states in the United States. Currently resides between San Francisco Bay Area and Europe.
R.A.Z.O.R. Index = 70/100. High-risk, high-reward advisor.
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Gabriel Ermoli
Expert in international Real Estate and as an Angel investor in startup businesses. Has resided and invested in five different cities across three continents: Europe, South America, and North America. Has built extensive experience in commercial and residential property development, with projects in Houston, TX and more recently in Italy. Startup investor in Air and Space telecommunications, as well as other high risk markets. Currently resides in Milan, Italy.
R.A.Z.O.R. Index = 60/100. Hi/Lo Startups and Real Estate advisor.
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Nicolas Perez
Expert in international Real Estate consulting. Graduated from Columbia University. Experienced Real Estate investor in Europe, South America, and North America via managing REITs, family office and private real estate investment funds. Previously served in the International Development Bank in Washington, DC and worked since then in one of the "Big 4" Fortune 500 commercial real estate services companies. Currently resides in Lisbon, Portugal.
R.A.Z.O.R. Index = 40/100. International Real Estate advisor.
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Reynaldo Guzman
Expert in international Real Estate consulting. Studied in UC Berkeley, CA. Over twenty years of international experience in consulting and retail working for Procter & Gamble, McKinsey & Co., Louis Vuitton and Gucci. Experienced Real Estate investor in Europe, with properties across several Western Europe capitals. Speaks Spanish, English, French and Portuguese. Currently resides between Zurich, Switzerland and Lisbon, Portugal.
R.A.Z.O.R. Index = 50/100. Balanced Business and Real Estate advisor.
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Ignacio Bernabé
Ignacio is an expert in Real Estate, business operations, online businesses and tax optimization. Currently living in Madrid, has lived and invested in Switzerland, Luxembourg and Spain. He has a deep financial knowledge developing plans to secure long term income while limiting risks. He serves in the board of directors of a Real Estate company with operations in Europe and South America.
R.A.Z.O.R. Index = 50/100. Financial and Real Estate advisor.
“We founded Ockham Finance out of my own frustration when I started my journey in Finance. I always felt that people in finance tend to explain abstract concepts, or advise in such a complex way that the audience ends up nodding without truly understanding what's being explained.
I believe that people should be comfortable managing their own finances, whether it's investing in the stock market, buying bonds, or choosing the right retirement plan based on their risk tolerance and budget. Imagine yourself buying stocks in your favorite brand or becoming an angel investor in a new startup!
My partners and I are here to offer you easy access to financial education and empowerment. Take the first step towards a more informed, hands-on financial future.”
Carolina Guedez
