At Vista Finance Group, we believe that providing clients with a well-diversified plan of understanding how money works is key to a successful financial foundation.
As an independent representative, Fortunato Puleo and his team of financial experts work for their clients’ best interest and offer the top resources available.
From CEOs, athletes and business owners to the country’s backbone middle class, we’ve had the pleasure of working with many different clients. Although no two clients are the same, Vista Finance Group is focused on guiding their clients toward the same principle: Teach the correct way of building wealth by becoming “financially bulletproof.”
In 1988, Fortune was introduced to the financial service arena and was immediately enamored with the prospect of helping people in their quest to plan their lives financially. He rose to the level of Regional Vice President as a captive agent. In early 2010, Fortune decided to go off on his own as an independent representative. This has provided him the opportunity to pick and chose what companies and products best fit his clients' needs. Fortune continues looking forward to helping people achieve their financial vision.
Vista Finance Group is on a mission to help pre-retirees and retirees protect their estates and prepare for retirement. We hold on to the belief that preserving your retirement capital and providing a lifetime stream of income is vital to a lasting retirement.