? We’re growing! ?Fortitude Financial Partners is excited to introduce Alicia Kelley as our newest Wealth Advisor.?Alicia brings a deep passion for empowering women to take charge of their financial futures. Through a personalized, comprehensive approach, Alicia focuses on aligning financial strategies with each individual’s unique needs and aspirations. ? Please join us in giving a warm welcome to Alicia in the comments below! We’re excited to have her on board as part of our Fortitude family. Learn more about Alicia at the link: https://lnkd.in/g99hA442
关于我们
Fortitude Financial Partners is a firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses. The firm is committed to helping its clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. With a team of experienced professionals, Fortitude Financial Partners provides access to a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. The firm is dedicated to building long-term relationships with its clients and providing them with the guidance and support they need to navigate the complex world of finance. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Fortitude Financial Partners and MPS are not affiliated entities. MPS does not provide tax or legal advice or related services.
- 网站
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www.fortitudefinancialpartners.com
Fortitude Financial Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Oakbrook Terrace，IL
- 类型
- 自有
- 创立
- 2023
地点
Fortitude Financial Partners员工
动态
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Join us in giving a warm welcome to Jarrod Hart, CFP?, EA, ChFC?, CRPS?, the newest member of our team! As our new Tax Manager and Wealth Advisor, Jarrod brings a wealth of experience from his previous roles, where he co-led the tax division at Vantage Financial Partners and advised high-net-worth families and corporate retirement plans at Investment Partners LTD. He is a CERTIFIED FINANCIAL PLANNER? professional and holds the IRS Enrolled Agent (EA) designation, Chartered Financial Consultant (ChFC?) designation and Chartered Retirement Plan Specialist (CRPS?) designation. He is well-equipped to help individuals and small businesses with their financial planning and tax needs. We’re excited to have him on board and can’t wait for you to get to know him! Learn more about Jarrod and his role here:?https://lnkd.in/gWzPhYXk
Jarrod Hart, CFP?, EA, ChFC?, CRPS? | Fortitude Financial Partners
https://fortitudefinancialpartners.com
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We're Hiring: Tax Manager – High Net Worth Practice Are you an experienced and dynamic tax professional looking to lead and excel in the High-Net-Worth segment? We're seeking a dedicated Tax Manager to join our team and drive our High-Net-Worth Tax Practice to new heights. If you are interested, click here to learn more:
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We’re thrilled to welcome Patrick Shaw, CFP?, CRPC?, our new Managing Director! Specializing in comprehensive wealth management for high-net-worth families, business owners, executives, and retirees, Patrick is passionate about guiding clients through financial complexities and empowering them to make informed decisions. Glad to have you onboard, Patrick! ? Learn more about Patrick at the link:?https://bit.ly/3IFxfEH
Patrick Shaw, CFP?, CRPC? | Fortitude Financial Partners
https://fortitudefinancialpartners.com
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?? Exciting News! ?? Fortitude Financial Partners is delighted to welcome?Reid Schlotterbeck, CPA as our new Tax Managing Director. Reid brings a wealth of experience and expertise to our team having practiced in public accounting for over 20 years, and we are confident that he will contribute extensively to our clients’ financial success. ? Learn more about Reid at the link: https://lnkd.in/g_KjC29X
Reid Schlotterbeck, CPA | Fortitude Financial Partners
https://fortitudefinancialpartners.com