Tax Expert Profile

Roberto Fortuna

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Contact Details

Core Planning
467 Pelican Pointe Rd
Ponte Vedra, FL
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PREFERRED: 904-414-6551
Core Planning

Roberto Fortuna


Bio

As an Enrolled Agent I have been assisting clients since 2021 with individual tax preparation. My main focus as an EA, CFP®, and RICP®, is assisting clients with both financial planning and tax planning strategies to achieve financial success. 

https://www.corepln.com/roberto-fortuna

Languages Spoken

  • English

Company/Firm Information

  • Core Planning - Financial Planner www.corepln.com

Additional Information

  • As an Enrolled Agent I have been assisting clients since 2021 with individual tax preparation. My main focus as an EA, CFP®, and RICP®, is assisting clients with both financial planning and tax planning strategies to achieve financial success.