
John Fortuna
Private Wealth Advisor
Moneco Advisors
United States, New Jersey, Fairfield
About Me
John began working in the financial services industry in 1968 and has successfully managed client relationships and wealth for the last 49 years. Currently, John is a registered representative – he primarily works with retirees in order to ensure a smooth transition from their fulfilling career to a rewarding retirement. John prides himself on getting to know his clients and their families in order to best plan for their financial future as well as to best leave a meaningful legacy for their loved ones. He also works closely with foundations – representing and managing wealth for several local, family-oriented foundations. Prior to MONECO Advisors, John has held several leadership roles at J
Profile Information
Private Wealth Advisor
Moneco Advisors
Investment Team
Investor
Consultant
Fairfield
New Jersey
United States
May 16, 2024
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