Our Team

Back to Our Advisors

David Fortosis

Financial Advisor

Since 2013, David has helped individuals and families across the country design comprehensive financial plans.

Having spent much of his life coaching athletics, David applies many of the same coaching principles in his financial practice. Like any good coach, he strives to provide clients the right mix of encouragement, accountability, and sound strategic & technical guidance.

Whether you’re buying real estate, planning for your children’s education, or preparing for retirement, David & his team can design a plan specific to your goals. As a CFP, David focuses on providing holistic advice – incorporating risk management, investment strategy, tax & estate planning—working side by side with your tax and legal advisors to ensure a seamless and coherent game-plan is in place.

David received his bachelor’s degree from Calvin College in Grand Rapids, MI where he captained the men’s soccer team. He and his wife Trista reside in Wheaton with their daughter, Jane. When not spending time with his family, David enjoys coaching, golf, & Duke basketball.

Ready To Talk About Your Future?

Let's work up a plan.