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Estate Planning | Financial Advisory Trusts & Wills | Wealth MGMT (South Bay | Carson | Long Beach)
license info:
Licensed in California for insurance and registered as a Series 65 Investment Adviser Representative.
offered in person
offered virtually
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Making good money doesn’t automatically mean you’re financially organized.
If you’ve got accounts in different places, outdated beneficiaries, no estate plan (or one you don’t fully understand), or you’re just winging it—Fortitude Financial helps bring clarity.
We work with South Bay individuals and families to create simple, intentional financial and estate plans that actually reflect your life.
💼 What We Help With:
• Financial Planning & Advisory
• Estate Planning & Trust Setup
• Wills & Powers of Attorney
• Healthcare Directives
• Beneficiary & Account Reviews
• Retirement & Long-Term Planning
• Legacy & Family Wealth Strategy
Learn more about our services at: https://fortitudefinancial.co
Whether you’re early in your career, mid-stride, or planning your next chapter—we meet you where you are.
👥 Who We Work With:
✔ Professionals & high earners
✔ Families & couples
✔ Business owners & creatives
✔ Retirees & pre-retirees
✔ Anyone who wants clarity and control
You don’t need to “have it all figured out” to get started.
📍 Serving the South Bay of Los Angeles
Manhattan Beach • Hermosa Beach • Redondo Beach • Torrance • Palos Verdes • El Segundo • Hawthorne • Long Beach
Local knowledge. Personal guidance.
🤝 Why Fortitude Financial?
• Clear, plain-English explanations
• Thoughtful planning, not sales pressure
• Confidential, one-on-one consultations
• Financial strategy and estate planning in one place
• Built for real life, not just spreadsheets
Good planning isn’t about being rich.
It’s about being prepared.
🌐 Learn More
Visit https://fortitudefinancial.co
Or reply to this post to schedule a confidential consultation.
Let’s make your financial life simpler—and stronger.