Fortune Financial Group
Financial Services, 800 Roosevelt Rd Ste B104, Glen Ellyn, Illinois, 60137, United States, 1-10 Employees
Phone Number: 63********
Who is FORTUNE FINANCIAL GROUP
We help our clients bridge the gap between their financial assets AND living a life of fulfillment and balance. We objectively advise clients on retirement, investment, college and insura...
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Headquarters: 800 Roosevelt Rd Ste B104, Glen Ellyn, Illinois, 60137, United States
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Date Founded: 1996
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Fortune Financial Group
Answer: Fortune Financial Group's headquarters are located at 800 Roosevelt Rd Ste B104, Glen Ellyn, Illinois, 60137, United States
Answer: Fortune Financial Group's phone number is 63********
Answer: Fortune Financial Group's official website is https://fortunefinancialgroup.com
Answer: Fortune Financial Group's revenue is $1 Million to $5 Million
Answer: Fortune Financial Group's SIC: 6282
Answer: Fortune Financial Group's NAICS: 523940
Answer: Fortune Financial Group has 1-10 employees
Answer: Fortune Financial Group is in Financial Services
Answer: Fortune Financial Group contact info: Phone number: 63******** Website: https://fortunefinancialgroup.com
Answer: We help our clients bridge the gap between their financial assets AND living a life of fulfillment and balance. We objectively advise clients on retirement, investment, college and insurance planning. Brad Rosley, CFP, has been providing financial solutions to his clients since 1986. He is the founder and President of FFG which opened in Glen Ellyn in 1996. He graduated from the University of Iowa in 1986 with a Bachelors Degree in Finance. He has been a Certified Financial Planner since 1990 and helping individuals with their financial decisions for over 25 years. Brad is a long standing member of the Financial Planning Association of Illinois (FPA) holding several offices over the years. In 2009 he served as President and Chairman of the Board in 2010 of the 1,100 member Illinois Chapter of the FPA. Cris Kalivas, CFP began her career in financial services in 1987 on a municipal bond trading desk. She became the Head National Underwriter and underwrote hundred's of millions of debt for municipalities across the country. She transitioned to financial planning and now speaks frequently to groups on day to day financial issues as well as investments, taxes, insurance and retirement savings as well as running her financial planning practice. Her greatest desire is to educate and empower her clients. She holds a BA in Public Administration from Drake University and the professional designation of a Certified Financial Planner (CFP). She is also a member of the Financial Planners Association of Illinois. Along with financial planning, Cris is actively involved with Young Life, Booster's, Cross Fit and spending time with her husband, four children and black lab, Sammy.
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