skip to Main Content

GET IN TOUCH

By filling out the form below, we understand that you are ready to talk specifics and find the best possible college experience for your student. Our team will be in touch with you within 2 business days. We gladly use video conferencing or phone calls for clients who are unable to meet in person.

We can't wait to get started!

MCPT Inquiry
First
Last
First
Last

CONNECT

OFFICES

Educational Consultants
1001 Ogden Ave.
Suite 204
Downers Grove, IL

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL

GET OUR NEWSLETTER!

Subscribe to our weekly email newsletter to get the latest college-planning updates, including information about scholarships, coronavirus-related annoucements, financial aid tips and more.

David Fortosis, CFP

Certified Financial Planner | Financial Advisor

Since 2013, David has been helping individuals and families across the country design comprehensive financial plans.

Having spent much of his life coaching athletics, David applies many of the same coaching principles in his financial practice. Like any good coach, he strives to provide clients the right mix of encouragement, accountability, and sound strategic & technical guidance.

Whether you’re buying real estate, planning for your children’s education, or preparing for retirement, David & his team can design a plan specific to your goals. As a CFP, David focuses on providing holistic advice – incorporating risk management, investment strategy, tax & estate planning—working side by side with your tax and legal advisors to ensure a seamless and coherent game-plan is in place.

David received his bachelor’s degree from Calvin College in Grand Rapids, MI where he captained the men’s soccer team. He and his wife Trista reside in Wheaton with their daughter, Jane. When not spending time with his family, David enjoys coaching, golf, & Duke basketball.

Back To Top
×Close search
Search