You're seeing this page as if you were . The main menu is still yours, though. Exit from immersion
Gonzalo SimonGS

Gonzalo Simon

Writer, Mentor and Investor, Tree of Life Advisor

€750/day
Madrid, ES
15+ years

Average response time: 2 hours

About Gonzalo

I hold a Bachelor’s degree in Business Administration from ICADE (Universidad Pontificia de Comillas), a Bachelor’s degree in Law from UNED, and have completed four years of Philosophy studies with a focus on medieval thought and mysticism. In addition, I earned a Master’s in Options and Financial Derivatives from the Institute of Advanced Finance. Combined with over 30 years of international experience in investment, finance, investment banking, and real estate, this academic and professional background allows me to advise entrepreneurs, corporations, and investors with both analytical rigor and strategic vision.

I combine my financial expertise with a unique methodology based on the Tree of Life—an ancient framework that I translate into practical tools for strategic analysis, decision-making, and long-term growth. This integrated approach allows me to guide organizations and leaders with clarity and vision, while minimizing financial risk.

My role is not only as financial advisor, but also I coach the leaders to develop a deep understanding of themselves—their motivations, strengths, and talents— and help them align both their personal growth and their companies’ essence with the world.

How I Can Help You

**1. Financial and Investme
  • Spanish

    Native or bilingual

  • English

    Fluent

  • Portuguese

    Conversational

Can work on-site
Madrid (up to 50km), Alicante (up to 50km), Vigo (up to 50km)

Experience

  • Freelancer
    Writer, Mentor, Counsellor, Advisor and Investor
    CONSULTING AND AUDITS
    January 2010 - Today (16 years and 5 months)
    Madrid, Spain
    Mentor & Counselor: Deliver one-on-one and group mentorship programs that integrate both personal and professional development. Help clients gain clarity, overcome challenges, and align their personal vision with their business goals.

    Investor: Built and currently manage a diversified real estate portfolio in Spain and Dubai. Skilled in evaluating investment opportunities, negotiating acquisitions, and maximizing both rental yield and long-term capital appreciation.

    Author: Published four books, including historical novels that guide readers through the Hero’s Journey, blending storytelling with practical insights for self-discovery and transformation.

    Financial Advisor: Advise individuals in Spain and Dubai on financial structuring, strategic decision-making, and real estate investments. Expertise includes designing long-term portfolios, optimizing liquidity, and reducing overall risk exposure.

    Equity Portfolio Management Mentorship Inversión Investment Banking coaching ejecutivo
  • Mi Cartera de Inversión,
    Independent Investment Advisor & Author
    PRESS AND MEDIA
    January 2004 - January 2010 (6 years)
    Madrid, Spain
    Published weekly market analysis in leading financial media across Spain, providing insights into global markets and derivative strategies.

    Authored a book on financial strategies, offering practical guidance on Contracts for Difference (CFDs) and risk management.

    Provided strategic financial advice to a wide range of investors, focusing on portfolio growth, capital preservation, risk management and investment optimization.


    Financial Advisory Investment Management Risk Management Options Writing
  • Merrill Lynch & Lehman Brothers
    Director, Fixed Income Derivatives (Spain & Portugal)
    BANKING AND INSURANCE
    August 1998 - January 2003 (4 years and 5 months)
    London, UK
    Led coverage for the Spanish and Portuguese markets within the Fixed Income Derivatives desk, managing key institutional relationships.

    Structured, priced, and executed tailored derivative solutions for institutional clients, including banks, asset managers, and corporates.

    Generated significant revenue growth by expanding the client base and delivering innovative hedging and investment strategies.

    Coordinated with trading, risk, and sales teams to ensure optimal execution and compliance in highly volatile market conditions.
    Investment Banking Corporate Strategy financial risk management Strategic Consulting Inversión

Recommendations

Be the first to recommend Gonzalo

Help this freelancer shine by sharing your experience working together.

These freelancer profiles also match your criteria

AgathaA

Agatha Frydrych

Backend Java Software Engineer

4.7

(3)

2

BaptisteB

Baptiste Duhen

Fullstack developer

4.6

(4)

5

AmedA

Amed Hamou

Senior Lead Developer

4

(2)

7

AudreyA

Audrey Champion

Web developer

4.3

(3)

4

Education

  • Major in Business Administration
    Universidad Pontificia de Comillas (ICADE)
    1996
    Major in Business Administration
  • Erasmus Scholarship
    Nottingham University
    1995
    Erasmus Scholarship

Skill set

Categories