Kevin Gianfortune’s professional approach is simple, yet effective- help individuals make conscious, deliberate financial decisions; rather than leaving it to chance or luck.

Kevin prides himself on always putting the client’s needs at the forefront of planning. He delicately, yet truthfully, navigates the process of being an anchor in challenging times as client’s emotions may cloud their decision-making. Kevin has lifetime relationships with his clients that deepen throughout their years together.

True financial planning encompasses elements beyond investments and insurance. Kevin comprehensively addresses the full spectrum of his client’s financial world. He has worked tirelessly to become experience in all financial topics encountered in one’s lifetime- whether it is buying or selling a business, designing and managing a long-term investment philosophy, building an income plan in retirement, or helping preserve one’s assets through elder and estate planning. 

Kevin holds Series 6, 7, 63, and 65 licenses through LPL Financial; as well as his Life, Accident & Health insurance license. A graduate of LaSalle University with a bachelor’s in finance and a minor in Philosophy, he is actively pursuing additional professional designations. 

A New Jersey native, Kevin resides in West Deptford with his wife, Liz, and their two children Harrison and Annabel. They are grateful for the community they have built for their family. Kevin enjoys golfing and being involved in as many of his children’s activities as he can.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Kevin is a Financial Planner with LPL Financial.

Stephen is a dedicated financial professional whose primary focus is on helping individuals pursue their fiscal goals through the power of financial literacy. Your prosperity is his priority, and he takes pride in skillfully crafting personalized wealth strategies for young professionals, business owners, and those in the charter school sector.

For business owners seeking future success, Stephen offers invaluable guidance in creating a comprehensive wealth strategy.  His insights empower business owners to make informed decisions that help pave the way for long-term financial stability and growth.
Young professionals also benefit from Stephen's expertise. By working closely with them, he helps them navigate the complexities of their financial landscape. Whether it's maximizing their savings potential or effectively managing their debt, Stephen equips young professionals with the necessary tools to help manage their financial future.

In the charter school sector, Stephen takes a proactive approach to retirement planning. He partners with the participants of 403b plans, educating them on how to make the most of their retirement savings. By providing in-depth guidance and personalized strategies, Stephen helps ensures that charter school employees are well-prepared to retire with confidence.

Stephen resides in Philadelphia, PA, where he actively engages with the local community and cherishes the opportunity to support fellow residents in their financial endeavors. In his free time, he enjoys indulging his passion for swimming, a skill honed during his time as a Division I swimmer at St. Bonaventure University. Additionally, he finds joy in the discipline and artistry of martial arts training, which helps him maintain a healthy and balanced lifestyle.

With his unwavering commitment to your prosperity, Stephen remains steadfast in guiding young professionals, business owners, and those in the charter school sector towards a brighter and more secure financial future. He is your valued partner to help you navigate life's financial milestones with confidence.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Stephen is a Financial Planner with LPL Financial.

With over 25 years of experience, Walt has established himself as a distinguished investment advisor, primarily focusing on retirement planning. His journey began at Legg Mason in 1996, later advancing to Regional Vice President at Commerce Capital Markets, overseeing $1.2 billion in assets and 25 advisors across multiple regions.

In 2006, Walt founded Waypoint Financial Partners LLC, an ING Financial Partners affiliate, emphasizing corporate and individual retirement plans. His venture into McLaughlin Asset Management in 2011 marked a significant expansion of his expertise in 401(k) plans.

Walt's latest endeavor, Retirement Plan (k)onsultant (RPk), launched in 2020, reflects his commitment to providing high-quality, cost-effective 401(k) solutions. RPk stands out for its exclusive focus on 401(k) plans, ensuring specialized, simple, and supportive retirement plan management for businesses. As your dedicated Chief Retirement Officer, RPk promises integrity, transparency, and customized services tailored to your company's unique needs.

*Use of the AIF designation does not imply that LPL Financial or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA Plans.

*Use of the QPFC designation does not imply that LPL Financial or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA plans.

Graduating cum laude from Bucknell University in 2023 with a degree in Electrical Engineering, I have always been driven by a passion for problem-solving and a commitment to excellence. My educational background has provided me with a solid foundation in analytical thinking and attention to detail, essential qualities in the fast-paced and dynamic world of finance.

Since joining the industry, I have successfully passed the Securities Industry Essentials (SIE), Series 66, and Series 7 examinations, demonstrating my dedication to understanding the complex landscape of financial services. Currently, as a CFA candidate who has passed the level one exam, I am further deepening my expertise in financial analysis and ethical investment practices.

Beyond my professional pursuits, I am an enthusiastic reader, finding both inspiration and insight in a diverse range of literature. My interest in golf not only serves as a leisure activity but also parallels the strategic and focused mindset I bring to my work. Regular physical activities like going to the gym and playing basketball are integral to my lifestyle, keeping me energized and sharp.

In my role at FFP, I strive to combine my technical expertise, financial acumen, and interpersonal skills to provide clients with thoughtful and tailored service solutions. My varied interests enrich my professional approach, allowing me to connect with clients on multiple levels and ensure a comprehensive and personable service experience.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. 

Jennifer is the Office Administrator and performs the day-to-day operations of our practice.  She works closely with the financial professionals and clients to embrace the Fortune Financial ideology of “Help people first, make money second.” She manages daily office operations, the new client onboarding, client CRM database and contract administration.  Jennifer optimizes the workflow within the team to ensure alignment with the company’s objectives, policies, procedures and compliance.

Prior to joining Fortune Financial Planning, Jennifer was a Regional Multi-State Office Manager for a defense litigation firm.  Jennifer brings 32 years of experience across several departments including legal office management, human resource supervision, quality control, office expansion oversight and legal assistant expertise.

Jennifer resides in Voorhees, NJ with her husband Walt.  She enjoys traveling with her family, physical fitness, and volunteering at the Atlantic City Rescue Mission.

Elizabeth is the Office Manager at Fortune Financial Planning.  She oversees the Human Resource protocols which include organizing and coordinating office procedures to ensure organizational effectiveness and efficiency.  Liz maintains all vendor management, billing, and accounts payable as well as all payroll responsibilities and functions.

Prior to joining Fortune Financial Planning, Liz devoted her teaching career to young students with special needs. While she no longer signs her emails with a teacher’s signature; it’s forever a part of her heart and who she is.

Liz resides in West Deptford, NJ with her husband, Kevin, their children, Harrison and Annabel and tiny dog, Weston. Her passions are running, watching her daughter dance through life, Halloween, and cheering on Philadelphia sports with her son.

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.