Our Qualifications

About Steve Fortescue

Steve Fortescue is a financial planner. Steve has lived on the eastside all his life where he has been assisting individuals and business owners achieve their financial goals by developing financial, investment and insurance solutions since 1991.

Steve works closely with clients to ensure they understand the strategies selected and arranges periodic reviews to ensure that everything is on track and in alignment with their goals. Steve also works with business owners, helping them select and implement retirement and employee benefit plans tailored to their specific needs.

Steve is a registered principal, and branch manager of Cambridge Investment Research, Inc. , and he is a investment advisor representative with Cambridge Investment Research Advisors, Inc.  He has earned  a Masters in Business Administration (MBA) and Life Underwriting Training Counsel Fellow (LUTCF).