Fortune Financial is a premier independent wealth management firm headquartered in San Diego, California. The company operates as a network of financial advisors who provide personalized financial planning, retirement planning, investment management, and insurance services to individuals, families, and businesses. They emphasize a client-first approach, offering independent advice by leveraging their affiliation with LPL Financial, a major broker-dealer, for securities and advisory services. Their mission is to empower clients to achieve their financial goals through objective guidance and a wide range of financial products and services.

Founded in

United States