David C Fortosis

Financial Advisor

  • CFP®
  • CLU®
FINRA BrokerCheck
1 N Wacker Dr Ste 4600,
Chicago, IL 60606
312-641-8622 Visit my website Back to Advisors in Illinois

About my practice

My practice is focused on developing meaningful, long-term relationships — serving as our clients’ financial guide. My team excels at simplifying the complexities surrounding financial planning and delivering clear, actionable guidance.[ WHO​ ​WE​ ​BEST​ ​SERVE ]+ Sales Executives+ Management Consultants+ Early-Career Physicians+ Small to Mid-Size Businesses+ Individuals & Families

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