Steven Fortune, Financial Advisor

FINANCIAL ADVISOR
Steven J Fortune

CFP®, CPWA®
3105 S Sare Rd Suite 103, Bloomington, IN 47401opens in a new window
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Sustainable investing
  • Estate & Legacy Strategies
  • Teachers and Professors
  • Healthcare Professionals
  • LGBTQ+ Finances

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

  • Cooking
  • Spending Time with Family
  • Traveling
  • Art & Theater
  • Culinary Arts

Team Members

  • Ana von Heimburg
    Associate Financial Advisor
    FPQP®
  • Stacey Goffinet
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(812) 336-8464

Fax

(877) 222-0211

Office Address

3105 S Sare Rd Suite 103
Bloomington, IN 47401opens in a new window

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