Financial Planning Expert

4 days ago


West Covina, California, United States Strategic Fortune Wealth Management Full time
Company Overview

Strategic Fortune Wealth Management is a leading boutique wealth management firm in the Greater Los Angeles area. Our mission is to build lasting financial security for our clients by delivering personalized advice, strategies, and solutions. We strive to create long-term relationships built on trust, integrity, and expertise.

We provide a supportive and collaborative work environment, where our advisors can thrive and achieve their full potential. Our team is comprised of highly trained professionals who share a common goal: to help our clients achieve financial freedom and peace of mind.

We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858.


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