Kevin Gianfortune, CBEC, AIF®, is the Founder and President of Fortune Financial Planning and a Financial Planner with LPL Financial. He specializes in helping pre-retirees and retirees navigate retirement, estate, legacy, and comprehensive financial planning needs.

Kevin graduated from La Salle University with a bachelor’s degree in Finance and a minor in Philosophy. With more than 20 years of experience in the financial services industry, he began his career as a Universal Banker at Bank of America before transitioning into financial advising with 1847Financial, Lincoln Financial Network, and LPL Financial.

Kevin holds Series 6, 7, 63, and 65 licenses through LPL Financial and is securities licensed through FINRA in California, Connecticut, Delaware, Florida, Illinois, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania. He also holds a Life, Accident, and Health insurance license and has experience in estate, elder, and special needs planning.

He maintains professional alliances with tax and legal professionals to provide clients with comprehensive, multi-faceted support. In recognition of his commitment to his clients and professional development, Kevin was honored by LPL Financial as a 2026 Growth Ambassador.

Kevin resides in West Deptford, New Jersey, with his wife, Liz, their children, Harrison and Annabel, and their dog, Weston. Outside of work, he enjoys spending time with his family and golfing.

Too often, there’s a belief that “financial planning isn’t for me.” A belief that financial advisors focus exclusively on ultra-high-net-worth households while working families and growing businesses are overlooked. Or there’s hesitation to seek guidance because advisors feel sales-driven and disconnected from real-world challenges. As a result of assuming financial advice isn’t accessible or designed with your personal needs in mind, financial planning gets delayed.

When financial planning is delayed, people often find themselves reacting to life events instead of preparing for them. As a CERTIFIED FINANCIAL PLANNER® certificant, I am held to a fiduciary standard and focus on helping clients pursue their financial goals. I serve individuals, families, and small businesses that may not always be the primary focus of larger advisory firms. My approach provides financial guidance across a range of areas, including saving, debt management, tax-efficient planning, and evaluating opportunities as they arise.

Steve Melchiorre, CFP®, CPFA®, is a Financial Planner serving individuals, families, and small businesses. He believes quality financial guidance should be accessible to more people, not just the wealthy. Steve strives to foster strong client relationships through education, communication, and personalized service. His primary areas of focus include retirement planning and investment management.

Steve’s path to financial planning was non-traditional. The experience of walking that winding path shaped how he views his role and serves his clients. His career path has allowed him to develop the ability to listen deeply to people’s true concerns, while helping them navigate toward practical, thoughtful approaches. Steve began his career as a juvenile probation officer in Philadelphia, which gave him an insight into how everyone lives across different environments and social classes, reinforcing that we’re not all so different. Later, he worked as a carpenter for UPS, where he gained an appreciation for skilled labor and a clearer understanding of what work/life balance truly meant. Steve later transitioned to working as a life insurance agent with New York Life, ultimately pushing him towards a career in financial services.

His experiences have given him a deep appreciation for the challenges faced by people from all walks of life, and he strives to make financial planning more accessible. He provides intentional, individualized financial guidance designed to help clients pursue their long-term goals. In recognition of his dedication to transparency and personalized advising, he was a 2025 Five Star Wealth Manager recipient.

Steve is deeply involved in the community through professional and philanthropic leadership. He is the Co-Chair of the Young Executives Committee at the Philadelphia Pyramid Club, where he facilitates networking events, professional development, and educational programming. As a member of the Rising Leaders through ProjectHOME, he brings awareness to social issues and organizes actionable fundraisers. In his free time, he enjoys swimming and martial arts. 

Walter Eife, AIF®, QPFC®, focuses on retirement planning and investment management, with a particular focus in 401(k) plans for individuals and businesses. 

Walt has built a career spanning more than 25 years in financial services. He began at Legg Mason in 1996 and moved to Commerce Capital Markets in 2002. He worked as a Financial Advisor serving Camden and Gloucester Counties before his promotion to Regional Vice President for the southern New Jersey, Pennsylvania, Delaware, and Washington, D.C. markets, overseeing $1.2 billion in assets and 25 advisors. In 2006, Walt founded Waypoint Financial Partners LLC, an ING Financial Partners affiliate, where he helped corporations and individuals with retirement planning and managed six other affiliated advisors. The business merged with McLaughlin Asset Management, Inc. in 2011 to serve and expand their 401(k) client base. Walt's commitment to helping employers navigate retirement plan responsibilities led to the launch of Retirement Plan (k)onsultant (RPk) in 2020. As President and Chief Retirement Officer, Walt created RPk to provide businesses with focused, straightforward, and supportive retirement plan management.

Walt completed ROTC at McDaniel College and graduated the United States Army Airborne School, before serving in the United States Army as a 2nd Lieutenant. He brings leadership, discipline, and a client-first mindset to every relationship he serves.

James Owens, CFA, CEPA®, and CM&AA, is a Partner at Fortune Financial Planning. He holds the SIE, Series 7, and Series 66 registrations through LPL Financial.

At Fortune Financial Planning, James leads the firm’s investment strategy, portfolio management process, and advisory operations. He also supports the firm’s strategic growth initiatives, including the evaluation of acquisition opportunities and the implementation of post-acquisition integration efforts. His work extends to the continued development of the firm’s service model and internal processes, helping connect the firm’s growth strategy with the operational structure needed to support it.

James earned a Bachelor of Science in Electrical Engineering from Bucknell University, graduating cum laude. He is a CFA Charterholder and has completed the Certified Exit Planning Advisor and Certified Merger & Acquisition Advisor programs. He was also named one of Bucknell University’s 2025 “30 Under 30” Industry Standouts in recognition of his early professional accomplishments.

Outside of the office, James enjoys reading, golfing, and spending time with friends and family. He views lifelong learning as a guiding principle and values opportunities to mentor younger Bucknell alumni pursuing careers in the investment field. He is also a proponent of financial literacy and volunteers with Philadelphia Financial Scholars, including efforts to expand the program’s reach into South Jersey school districts.

Born and raised in the Lehigh Valley, James later moved to Bucks County, where he attended Central Bucks West High School and played golf and baseball.

Liz Gianfortune is the Office Manager at Fortune Financial Planning. She facilitates effective and efficient office procedures, which include vendor management, billing, accounts payable, and payroll responsibilities.

Liz previously worked for over a decade as a special education teacher, devoting her life and attention to individuals with special needs. She prides herself on her empathy and compassion for others and lives everyday holding herself to that standard. Her supportive and approachable attitude contributes to the overall positive environment within the staff and office.

Outside of the office, Liz resides with her husband, Kevin in West Deptford with their two children, Harrison and Annabel (and their teacup Yorkie, Weston). She enjoys cheering on Philly sports with her family, reading with her son, and watching her daughter run. Her happiest memories are spent on the beach with her family and the greatest blessing in her life is being a mother.

Cael started off his career in finance with 1847 Financial, affiliate of Penn Mutual. His passion is to listen to and truly understand what is important about each and every one of his clients. He is dedicated to delivering a collaborative client experience that empowers and guides families and small businesses to reach a greater purpose for their future.

At Fortune Financial, Cael heads the insurance department and assists the firm by helping families and businesses protect their financial future with insurance solutions and tailored strategies. Cael’s attention to detail, good listening skills, and his strong work ethic are traits that help him build fulfilling relationships with clients that give them the confidence to pursue their financial aspirations.

Before beginning his career in finance, Cael received his Bachelors Degree in Business Management with a specialization in Sport Management. He was a 4-sport athlete in high school, played basketball in college, and also coached men’s basketball at the collegiate level.

Cael currently resides in Conshohocken, PA. He is still very active in local sports leagues, enjoys playing golf, and loves to cheer on his Philly sports teams. Cael loves to be involved in the community and enjoys meeting new people and building life-long relationships with them.