About

Fortune immigrated to America with his family in 1972 at the age of six. Though young, he vividly recalls the sense of awe at the towering buildings, cars, and bustling streets that greeted him upon arrival.

His career in financial services began in 1988, where he quickly discovered a passion for helping individuals plan and secure their financial futures. Rising to the position of Regional Vice President as a captive agent, Fortune eventually decided to pursue independence in 2010. As an independent representative, this shift allowed him to selectively work with carriers and products that best suited the unique needs of his clients. Today, Fortune continues to thrive on empowering people to achieve their financial visions, always prioritizing their long-term well-being.

With over three decades of experience in the financial industry, Fortune specializes in Social Security strategies and promoting income sustainability throughout retirement. His goal is to equip families with the knowledge they need to make informed financial decisions, ensuring their security and peace of mind. By staying at the forefront of industry trends, Fortune provides expert guidance on retirement planning, continually adapting to the ever-changing financial landscape. His commitment to education, excellence, and meaningful financial advice has made a lasting impact on his clients, helping them build confidence and resilience in the face of uncertainty.

Our Philosophy 

At Vista Finance Group, our mission is to assist pre-retirees and retirees in protecting their estates and preparing for a secure retirement. We believe that preserving your retirement capital and ensuring a steady income stream throughout your lifetime is key to a successful retirement. With over 36 years of experience working with seniors—many of whom have zero risk tolerance—we remain steadfast in our approach to growing wealth during good times while shielding clients from financial downturns.

In addition to his work at Vista Finance Group, Fortune also serves as a Chapter President of the 501(c)(3) nonprofit organization, the Association of Financial Counselors (AFC), where he continues his dedication to financial education and advocacy.