Profile

Contact Details

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

Roberto Fortuna

Core Planning

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

Education

SUNY Empire State College
Bachelors of Science
Community and Human Services

Bryant University
Certificate in Financial Planning

Job History

Core Planning
Financial Planner
January 2026 - present

Languages Spoken

  • English

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.

Company/Firm Information

  • Core Planning - Financial Planner www.corepln.com