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Wealth Advisory | Trusts & Estate Planning | Investment Management RIA (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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Fortitude Financial helps individuals, families, and business owners turn complexity into clarity - and money into a tool that actually works for your life.
If you’re juggling investments, planning for your family’s future, or growing a business and need smarter financial structure, we provide personalized, fiduciary-driven financial solutions built around your goals - not products.
Learn more about us at: https://fortitudefinancial.co
What We Help With
✔ Trust & Estate Setup (Revocable Living Trusts, Asset Structuring, Legacy Planning)
✔ Investment Management & Portfolio Strategy
✔ Financial Planning & Wealth Advisory
✔ Business Financing & Capital Strategy
✔ Cash-Flow Optimization & Long-Term Planning
Whether you’re protecting assets, preparing for retirement, or positioning a business for growth, we help you make confident, informed financial decisions.
Why Work With Fortitude Financial
• Fiduciary-first approach
• Customized strategies - not one-size-fits-all plans
• Clear explanations without jargon
• Built for professionals, families, and entrepreneurs
This is for people who want real structure, not generic advice.
👉 Learn more at: https://fortitudefinancial.co
Explore our services and see how we can support your financial goals.
📞 Schedule a confidential consultation
Start with a conversation - no pressure, just clarity.
Serving Los Angeles & surrounding areas | Virtual consultations available