Fortune Advisory Services was founded by owner Robert Fortune in 2017 to focus on financial literacy, generational wealth & financial freedom through proper planning of investment and insurance plans. Later that year he created Fortune Capital Consulting to focus on creating workshops and seminars to push the literacy agenda forward while helping specifically on debt management, budget planning and teaching the importance of credit.
Robert has worked at major firms such as JPMorgan & HSBC Securities as well as brokerage houses on Wall St. He holds a bachelor's degree in Marketing & Advertising from Baruch College. His daily driving forces are to strive for greatness while living his financial freedom and creating generational wealth for himself and members of the community.
Tailored advice for every life stage is the promise. No matter where you are in life we will be right there with you planning for today and all the following tomorrows. You have goals and we can help you reach them. We understand our clients' aspirations and we're as devoted to their goals as they are. By putting clients first, leading with exceptional ideas, doing the right thing, and giving back, Fortune Advisory aims to deliver results today, while setting strategic goals for the future.
Our purpose is to deliver our passion for financial freedom through service and help clients reach their financial goals and obtain the same financial freedom. Our Goals Planning System tells you where you stand today and the path you should take to achieve your objectives tomorrow.
We believe capital can work to benefit all of society. We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back. Giving back is our global commitment. Building a better world means giving back and growing together.
Our people are our strongest asset. We know that the talent and points of view of diverse individuals builds legacies and shapes futures