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Our Team
David Fortosis
Financial AdvisorSince 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.
Highpoint Planning Partners
Corporate Office2651 Warrenville Road; Suite 200
Downers Grove, IL 60515
Phone: (630) 716-3600
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ResoursesSecurities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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