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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
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Profile Information

Private Wealth Advisor

Moneco Advisors

Investment Team

Investor

Consultant

Fairfield

New Jersey

United States

May 16, 2024

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