Fortune Puleo
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Fortune Puleo Email & Phone Number

Retirement Income Advisor & President @ Vista Finance Group at San Blas Securities
Location: Wyckoff, New Jersey, United States 8 work roles 1 school
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Current company
Role
Retirement Income Advisor & President @ Vista Finance Group
Location
Wyckoff, New Jersey, United States
Company size

Who is Fortune Puleo? Overview

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Quick answer

Fortune Puleo is listed as Retirement Income Advisor & President @ Vista Finance Group at San Blas Securities, a company with 16 employees, based in Wyckoff, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Fortune Puleo.

Fortune Puleo previously worked as Registered Representative at San Blas Securities and President at Vista Finance Group. Fortune Puleo studied at Sbhs.

Company email context

Email format at San Blas Securities

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San Blas Securities

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Profile bio

About Fortune Puleo

Fortunato (Fortune) PuleoI was born in Sicily and moved to America with at the age of 6. By age 10, I worked with my family in their pizza place and quickly learned the value of a dedicated work ethic. I later learned the mason trade from my father and became a union bricklayer. By 19 years old, I was the youngest journeyman in my local and was helping 30-year-old rookies with the skill of masonry. In 1988, my passion turned to the financial industry, and quickly realized that the work ethic I embraced at an early age would be a major benefit for my clients. When I founded Vista Finance Group, LLC, I set out with the objective to help my clients eliminate as much confusion as possible in the planning of their financial futures. My focus has been in helping clients achieve their long-term financial objectives by utilizing sound insurance products.I believe everyone should have someone with honesty, integrity and commitment to help make things simpler and less complicated for their financial plans.I am a lucky husband and the proud father of two wonderful children.

Current workplace

Fortune Puleo's current company

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San Blas Securities
San Blas Securities
Retirement Income Advisor & President @ Vista Finance Group
atlanta, georgia, united states
Employees
16
AeroLeads page
8 roles

Fortune Puleo work experience

A career timeline built from the work history available for this profile.

Registered Representative

Securities Offered Through Tcm Securities Inc, Members Finra/Sipc.

Retirement Income Specialist

Nov 2014 - Jul 2019

Registered Representative

Questar Capital

Business Development, Building Client Relationships. Provide Health Insurance benefits, 401k, Life Insurance and Annuities

Jan 2012 - Nov 2014

Registered Representative

Business Development, Building Client Relationships. Provide Health Insurance benefits, 401k, Life Insurance and Annuities

Feb 2010 - Jan 2012

Regional Vice President

May 1988 - Feb 2010

Union Bricklayer

Local #34 Bricklayers Union

As a union bricklayer, I helped with training apprentices in the skill of masonary and brick work.

Jan 1986 - Apr 1994
Team & coworkers

Colleagues at San Blas Securities

Other employees you can reach at sanblassecurities.com. View company contacts for 16 employees →

1 education record

Fortune Puleo education

  • Sbhs
    Sbhs
FAQ

Frequently asked questions about Fortune Puleo

Quick answers generated from the profile data available on this page.

What company does Fortune Puleo work for?

Fortune Puleo works for San Blas Securities.

What is Fortune Puleo's role at San Blas Securities?

Fortune Puleo is listed as Retirement Income Advisor & President @ Vista Finance Group at San Blas Securities.

Where is Fortune Puleo based?

Fortune Puleo is based in Wyckoff, New Jersey, United States while working with San Blas Securities.

What companies has Fortune Puleo worked for?

Fortune Puleo has worked for San Blas Securities, Vista Finance Group, World Equity Group, Securities Offered Through Tcm Securities Inc, Members Finra/Sipc., and Questar Capital.

Who are Fortune Puleo's colleagues at San Blas Securities?

Fortune Puleo's colleagues at San Blas Securities include Robert Takacs, Yujia Chen, Edward Hartnett, Cfa, Daniel Padilla, and Charles Birbara.

How can I contact Fortune Puleo?

You can use AeroLeads to view verified contact signals for Fortune Puleo at San Blas Securities, including work email, phone, and LinkedIn data when available.

What schools did Fortune Puleo attend?

Fortune Puleo studied at Sbhs.

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