David Fortosis

David Fortosis, CFP®, is a seasoned professional with diverse experience in coaching and finance. Currently serving as the JV Boys Soccer Head Coach at Wheaton Academy since May 2023, David also operates as the Owner of Heritage Wealth, a position held since January 2019. Prior to these roles, David was a Financial Advisor at Northwestern Mutual from January 2013 to December 2018 and worked as a Corporate Services Associate at MB Real Estate, focusing on tenant representation and lease negotiation from June 2011 to January 2013. David holds a degree in Business from Calvin University and is an alumnus of Wheaton Academy.