We help our clients bridge the gap between their financial assets AND living a life of fulfillment and balance. We objectively advise clients on retirement, investment, college and insurance planning. Brad Rosley, CFP®, has been providing financial solutions to his client’s since 1986. He is the founder and President of FFG which opened in Glen Ellyn in 1996. He graduated from the University of Iowa in 1986 with a Bachelor’s Degree in Finance. He has been a Certified Financial Planner since 1990 and helping individuals with their financial decisions for over 25 years. Brad is a long standing member of the Financial Planning Association of Illinois (FPA®) holding several offices over the years. In 2009 he served as President and Chairman of the Board in 2010 of the 1,100 member Illinois Chapter of the FPA®. Cris Kalivas, CFP® began her career in financial services in 1987 on a municipal bond trading desk. She became the Head National Underwriter and underwrote hundred's of millions of debt for municipalities across the country. She transitioned to financial planning and now speaks frequently to groups on day to day financial issues as well as investments, taxes, insurance and retirement savings as well as running her financial planning practice. Her greatest desire is to educate and empower her clients. She holds a BA in Public Administration from Drake University and the professional designation of a Certified Financial Planner (CFP®). She is also a member of the Financial Planners Association of Illinois. Along with financial planning, Cris is actively involved with Young Life, Booster's, Cross Fit and spending time with her husband, four children and black lab, Sammy.
View Top Employees from Fortune Financial Group, Inc.Website | http://www.fortunefinancialgroup.com |
Revenue | $5.1 million |
Employees | 6 (6 on RocketReach) |
Founded | 1996 |
Address | 800 W. Roosevelt Road Building B, Suite 104, Glen Ellyn, Illinois 60137, US |
Phone | (404) 529-7679 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 19 Million |
Competitors | Allegiance Financial Service, Inc., Sierra Pacific Financial Advisors, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Fortune Financial Group, Inc. employee's phone or email?
The Fortune Financial Group, Inc. annual revenue was $5.1 million in 2024.
Brad Rosley is the President of Fortune Financial Group, Inc..
6 people are employed at Fortune Financial Group, Inc..
Fortune Financial Group, Inc. is based in Glen Ellyn, Illinois.
The NAICS codes for Fortune Financial Group, Inc. are [5239, 52, 523, 52393].
The SIC codes for Fortune Financial Group, Inc. are [628, 62].