Brad Rosley, CFP^®

President

Fortune Financial Group, Inc.

3617 Cedar Hammock Ct
Naples, FL 34112-3307

FINANCIAL ADVISOR'S WEBSITE

www.fortunefinancialgroup.com

(630) 842-2355 CONNECT WITH Brad

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We are an independent advisory firm providing comprehensive retirement planning and investment management to clients.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Life Planning Today Blog

Fortune Financial Group

Brochures

Firm website

General

Brad Rosley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fortune Financial Group, Inc. in Naples, FL and the surrounding communities.

Financial Advisor Overview

Clients tell us they work with us because of our balanced approach to financial and life planning. They stay with us because we develop a relationship that is not product driven, but rather personal and life planning centric. The idea of planning for tomorrow while still living for today and allocating one’s money to best make this possible is especially attractive to our client’s. We specialize in pre and post retirement planning and navigating all the obstacles that may be a part of those precious years.

Financial Advisor Experience

Brad is the founder and President of FFG which opened in Glen Ellyn in 1996. He graduated from the University of Iowa in 1986 with a Bachelor’s Degree in Finance. He has been a Certified Financial Planner since 1990 and helping individuals with their financial decisions for over 25 years. He has been quoted and written articles in several publications including Chicago Magazine and Business Week. “Brad Rosley on Educated Investing” was published in 2001. Brad is a long standing member of the Financial Planning Association of Illinois (FPA®) holding several offices over the years. In 2009 he served as President and Chairman of the Board in 2010 of the 1,100 member Illinois Chapter of the FPA®.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: IL
Health/disability insurance: IL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Life Planning, Long-term Care, Sudden Wealth