Joseph Edward Fortunato
Investment adviser representative at Highpoint Planning Partners
15 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Highpoint Planning PartnersJun 2024 to now
- Highpoint Advisor Group LLCMay 2024 to now
- Vantage Financial Partners LimitedMar 2021 to Jul 2024
- UnemployedNov 2020 to Feb 2021
- Hightower Advisors LLCDec 2019 to Oct 2020
- Hightower Securities LLCDec 2019 to Oct 2020
- Advice and Planning ServicesOct 2017 to Oct 2019
- TIAA-CREF Individual & Institutional Services, LLCAug 2017 to Oct 2019
- Park Avenue Securities LLCSep 2011 to Aug 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Highpoint Planning Partners
Legal name: Highpoint Advisor Group, LLC
$4.8BAssets managed
9,258Clients
114Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3079306
- Firm CRD
- 316636