ROLE: David Fortosis is the founder and Director of Financial Planning.
EXPERIENCE: Over 10 years of wealth management experience. Before founding Heritage Wealth, David served as wealth management advisor at Northwestern Mutual and LPL Financial – the largest independent broker dealer in the U.S.
CERTIFICATIONS: CERTIFIED FINANCIAL PLANNER (CFP®) and CHARTERED LIFE UNDERWRITER. (CLU)
LOCATION: For in person meetings – Naperville, IL. David also meets virtually with clients from all across the country.
PERSONAL: As the son of educators, David brings the heart of a teacher/coach to his clients; providing them the guidance they need for a successful retirement.
Outside of the office…the good stuff. David is a husband and father of three girls (age 8, 3, & 3-months), and spends his free time (rare these days), coaching HS soccer, watching Duke basketball, and cooking with his wife.