David Fortosis CFP®

David Fortosis CFP®

Partner

Since beginning his financial services career in 2013, David has focused on developing meaningful, long-term relationships with individuals, families, & businesses – serving as their trusted financial guide. With a focus on simplifying the complexities surrounding insurance planning, David & his team take pride in delivering clear, actionable guidance. 

 

As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Life Underwriter®, David tailors insurance solutions to fit the unique goals and objectives of each client

 

David received his BA in Business Administration from Calvin College in Grand Rapids, MI where he was a 4-year letter winner on the Men’s soccer team.

 

He and his wife Trista live in Wheaton, IL with their daughter, Jane. David loves spending time with his family, coaching, Duke basketball, and cooking.