Roberto Fortuna
Roberto, Paraplanner


Thanks for taking a moment to learn a little bit about me and my life journey. I was born and raised in Westchester County, New York where I ultimately met my biggest supporter and all around fantastic wife, Danielle.  We have two teenage boys, Giovanni and Lorenzo, who keep us busy and on our toes. 

After completing a 20-year career as a firefighter in 2022, we made the decision to relocate to Ponte Vedra, Florida where we have since connected with a kind and supportive community and friends.  

A few fun facts about me… I am a voracious reader and enjoy everything from financial books to spy novels. I listen to many podcasts and like to learn about a wide variety of topics through that medium.  Lastly, I have fallen in love with our National Parks and have made it a point to visit at least once a year.

My journey into the financial planning world has taken many turns before I ultimately decided to focus my efforts on becoming a financial planner. During my years as a firefighter, I learned firsthand through many close colleagues how difficult the decision to retire can be. With all the decisions that need to be made, both financial and emotional, it was a learning experience that can’t be duplicated. 

I spent several years as a financial coach where I had the opportunity to learn and implement strategies that took financial psychology and behaviors into real-life practice. Through that experience, I learned the value of the knowledge of taxation and how important it is in a comprehensive financial plan.   I went on to obtain the Enrolled Agent designation and have been involved with tax preparation for the last several years.

I am now in pursuit of obtaining my certified financial planner (CFP) designation and am enthusiastic about helping people pursue their dreams with a solid financial plan and a partner to help them walk the journey. I look forward to getting to know you and continuing to serve in any way that I can!