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Roberto Fortuna is a financial advisor professional located in Ponte Vedra, FL. They specialize in financial advisory.
Roberto Fortuna - Core Planning holds an active professional license (FINRA CRD) for your protection.
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Roberto Fortuna operates Core Planning, a financial advisory practice based in Ponte Vedra, Florida. He holds a FINRA CRD license (number 7654582), which registers him with the Financial Industry Regulatory Authority. This credential indicates his work involves securities and investment advisory services under federal regulatory oversight.
Roberto Fortuna's FINRA CRD license means he is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing broker-dealers and investment advisors in the United States. This registration requires him to meet specific educational standards, pass qualifying exams, and maintain compliance with FINRA rules and SEC regulations. Clients working with a FINRA-registered advisor can expect oversight of their investment recommendations and access to FINRA's dispute resolution process if issues arise.