Owner
Current
Jan 2019 - Present
AeroLeads people directory · profile
David Fortosis, Cfp® Email & Phone Number
Owner at Heritage Wealth
at
Heritage Wealth
1 work email found
@northwesternmutual.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner at Heritage Wealth
Location
Greater Chicago Area, United States
Who is David Fortosis, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Fortosis, Cfp® is listed as Owner at Heritage Wealth at Heritage Wealth, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at northwesternmutual.com and a matched LinkedIn profile for David Fortosis, Cfp®.
David Fortosis, Cfp® previously worked as Owner at Heritage Wealth and JV Boys Soccer Head Coach at Wheaton Academy. David Fortosis, Cfp® holds Business from Calvin University.
Company email context
Email format at Heritage Wealth
This section adds company-level context without repeating David Fortosis, Cfp®'s masked contact details.
*@northwesternmutual.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Fortosis, Cfp®. Compare company email patterns before reaching out.
Profile bio
About David Fortosis, Cfp®
To pre-retiree/retiree:We help you:1) Create defined & predictable income 2) Preserve & grow your assets 3) Minimize what you pay in taxes (legally)www.htgwealth.com + Email | david@htgwealth.com + Mobile | 630.349-5074 (Call or Text)
Listed skills include Financial Analysis, Leadership, Finance, Business Development, and 15 others.
Current workplace
David Fortosis, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
David Fortosis, Cfp® work experience
A career timeline built from the work history available for this profile.
Jv Boys Soccer Head Coach
Current
May 2023 - Present
Financial Advisor
Jan 2013 - Dec 2018
Jun 2011 - Jan 2013
2 education records
David Fortosis, Cfp® education
Business
Calvin University
Education record
Wheaton Academy
FAQ
Frequently asked questions about David Fortosis, Cfp®
Quick answers generated from the profile data available on this page.
What company does David Fortosis, Cfp® work for?
David Fortosis, Cfp® works for Heritage Wealth.
What is David Fortosis, Cfp®'s role at Heritage Wealth?
David Fortosis, Cfp® is listed as Owner at Heritage Wealth at Heritage Wealth.
What is David Fortosis, Cfp®'s email address?
AeroLeads has found 1 work email signal at @northwesternmutual.com for David Fortosis, Cfp® at Heritage Wealth.
Where is David Fortosis, Cfp® based?
David Fortosis, Cfp® is based in Greater Chicago Area, United States while working with Heritage Wealth.
What companies has David Fortosis, Cfp® worked for?
David Fortosis, Cfp® has worked for Heritage Wealth, Wheaton Academy, Northwestern Mutual, and Mb Real Estate.
How can I contact David Fortosis, Cfp®?
You can use AeroLeads to view verified contact signals for David Fortosis, Cfp® at Heritage Wealth, including work email, phone, and LinkedIn data when available.
What schools did David Fortosis, Cfp® attend?
David Fortosis, Cfp® holds Business from Calvin University.
What skills is David Fortosis, Cfp® known for?
David Fortosis, Cfp® is listed with skills including Financial Analysis, Leadership, Finance, Business Development, Commercial Real Estate, Strategic Planning, Customer Service, and Public Speaking.
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