Roberto Fortuna, CFP®, RICP®, EA
Roberto Fortuna is a fee-only CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, and Enrolled Agent who brings a service-first mindset to financial planning, with his fiduciary duty front and center.
After a career as a firefighter, where he helped people every day, he now helps individuals and families navigate their financial plans, tax strategies, and major life transitions with clarity and confidence.
Roberto’s years in the fire service shaped his approach to financial planning. He saw how quickly life can change and how important it is to make intentional, well-supported decisions - including addressing the emotional side that goes beyond the numbers.
Watching colleagues wrestle with the financial and personal aspects of leaving a career inspired him to help others prepare thoughtfully for the next chapter of their lives.
As a CFP® professional, RICP® professional, and Enrolled Agent, Roberto pairs comprehensive planning expertise with specialized tax knowledge. He believes effective financial advice must focus on client goals, integrate strategy and taxation, and provide clients with deeper guidance on complex decisions.
To learn more about Roberto, please visit his profile on the Fee Only Network website.