91: Planning Your Financial Future w/ Robert Fortune

Name: Robert Fortune

Business Name: Fortune Advisory Services

Current Title: Founder

Location: Brooklyn, NY

Educational Background: BBA – Marketing & Advertising

CUNY-Bernard M Baruch College 

About Robert:

Robert Fortune was born in Brooklyn to Haitian immigrant parents in 1981. He saw his parents build their own American dream from hard work, dedication and continued education. Robert was brought up to know right from wrong, treat everyone how you want to be treated and learn from not only your mistakes but those of others. He is the youngest of 4 children and learned early nothing was given. At 14 his mother made him get his 1st job and made him open his 1st bank account. That instance is what he draws on as a turning point in his money mindset. He grew up around & played sports but basketball was his passion.

Today he owns Investment Advisory & Finance Consulting businesses focusing on financial literacy, generational wealth & financial freedom. He’s worked at major firms such as JPMorgan & HSBC Securities as well as brokerage houses on Wall St. His partner Latisha and son Chase are his daily driving forces to strive for greatness and create a lasting legacy

DURING THIS EPISODE YOU’LL LEARN:

• Why financial literacy and education is important
• The importance of debt management, budget planning, and credit
• The key steps to proper financial planning
• Common financial planning mistakes made by business owners 
• The key to Black Americans building generational wealth
• How to leverage investment and insurance plans to achieve financial freedom

RESOURCES MENTIONED:

• Investopedia
• Hello Alice
• The Gentlemen’s Factory
• NY Beauty Suites
• [BOOK] Rich Dad Poor Dad
• [BOOK] The Black Tax
• Episode #71: Building A Family Business And Legacy Planning w/ Nike Anani
• Episode #82: Health Over Hustle: How To Create a Healthy Relationship with Money & Grow Your Business w/ Danetha Doe

Thank you so much for listening! If you liked this episode, please subscribe to “The Black to Business Podcast” and rate and review on Apple Podcasts:

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Robert Fortune: Website | Twitter | Instagram  | LinkedIn

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