Brad Rosley
- Role
- President at Fortune Financial Group, Inc
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Brad Rosley
I always wanted to help people with their money and life decisions. I followed my passion…
Experience
President
Nov 1996 — Present
Financial Advisor specializing in Retirement, Tax and Investment Planning. Specialties: We specialize in helping people that are concerned about their retirement planning. Tax-efficient investment strategies are a major focus of what we do for clients. Comprehensive fee for planning with a unique 100% money back guarantee. Our typical client is a successful business owner or executive looking to partner with someone they can delegate this important part of their life to.
Education
The University of Iowa Tippie College of Business
Bachelor, Finance
1982 — 1986
Skills
- Strategic Planning
- Investment Management
- Estate Planning
- Asset Management
- Long-Term Care
- Financial Planning
- Financial Advisory
- Small Business
- Investment Strategies
- Retirement
- Wealth Management Services
- Leadership
- Strategic Financial Planning
- Finance
- Mutual Funds
- Financial Services
- Asset Allocation
- Investments
- Investment Advisory
- Pensions
- 401k
- Wealth Management
- Financial Planners
- 401k Rollovers
- Insurance
- Portfolio Management
- Retirement Planning
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