David Fortosis, Cfp®

David Fortosis, Cfp® Email and Phone Number

Owner at Heritage Wealth @ Heritage Wealth
David Fortosis, Cfp®'s Location
Greater Chicago Area, United States, United States
David Fortosis, Cfp®'s Contact Details

David Fortosis, Cfp® personal email

n/a
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)

David Fortosis, Cfp®'s Current Company Details
Heritage Wealth

Heritage Wealth

View
Owner at Heritage Wealth
David Fortosis, Cfp® Work Experience Details
  • Heritage Wealth
    Owner
    Heritage Wealth Jan 2019 - Present
    View
  • Wheaton Academy
    Jv Boys Soccer Head Coach
    Wheaton Academy May 2023 - Present
    View
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jan 2013 - Dec 2018
    Milwaukee, Wi, Us
    View
  • Mb Real Estate
    Corporate Services Associate
    Mb Real Estate Jun 2011 - Jan 2013
    Chicago, Illinois, Us
    Tenant represenation, lease negotiation.
    View

David Fortosis, Cfp® Skills

Financial Analysis Leadership Finance Business Development Commercial Real Estate Strategic Planning Customer Service Public Speaking Microsoft Office Market Research Project Management Financial Modeling Microsoft Excel Leases Marketing Sales Leed Disposition Lease Administration

David Fortosis, Cfp® Education Details

  • Calvin University
    Calvin University
    Business
  • Wheaton Academy
    Wheaton Academy

Frequently Asked Questions about David Fortosis, Cfp®

What company does David Fortosis, Cfp® work for?

David Fortosis, Cfp® works for Heritage Wealth

What is David Fortosis, Cfp®'s role at the current company?

David Fortosis, Cfp®'s current role is Owner at Heritage Wealth.

What is David Fortosis, Cfp®'s email address?

David Fortosis, Cfp®'s email address is da****@****ual.com

What schools did David Fortosis, Cfp® attend?

David Fortosis, Cfp® attended Calvin University, Wheaton Academy.

What skills is David Fortosis, Cfp® known for?

David Fortosis, Cfp® has skills like Financial Analysis, Leadership, Finance, Business Development, Commercial Real Estate, Strategic Planning, Customer Service, Public Speaking, Microsoft Office, Market Research, Project Management, Financial Modeling.

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