Daniel Stellini, Founder and Wealth Manager at Fortitude Wealth Management, is dedicated to helping individual investors develop and maintain investment strategies tailored to their unique goals. Specializing in comprehensive Wealth Management, his process is built on seeking a foundation of trust and a mutual partnership between he and his clients. With this in mind, he is able to understand each client’s unique situation and from there can develop personalized investment strategies, tax optimization methods, identify estate planning gaps, and outline an overall financial plan the creates a roadmap for he and his clients to navigate through together to pursue their long-term aspirations.
With a degree in Business Management and a minor in Small Business Management and Entrepreneurship from CSU, Chico, Daniel brings a strong educational foundation to his practice. His early career in Construction Management honed his skills in client service and project management to ensure project goals were achieved. He applies the same level of service with his clients by acting as their ‘Financial Project Manager’ in a sense striving to help them reach both their short, and long-term goals while pursuing a sense of confidence knowing that they have a plan in place.
Daniel's personal experience with the importance of financial planning was deeply influenced by his family's relationship with his business partner, Zach, who served as their Financial Advisor. Zach's guidance helped Daniel's parents with retirement and estate planning strategies, providing crucial support when Daniel's father unexpectedly passed away shortly after retiring. The strategies and planning that they had done over the years allowed them to focus on family and what was most important as the financial side of their lives were already taken care of. This experience inspired Daniel to build a practice where he could offer the same level of service to his clients and their families.
Outside of the office, Daniel enjoys cooking for friends and family, camping, scuba diving, spearfishing, and exploring the outdoors. He and his girlfriend Gabriella also love to travel together, experiencing different cultures, cuisines, and histories around the world. Daniel is based in Newport Beach, CA, but his roots in the East Bay Area, CA, and his close-knit community there, remain a significant part of his life.
Daniel specializes in Retirement Planning, Generational Wealth and Legacy Planning, and Small Business financial solutions. His commitment to helping clients understand the "why" behind the strategies they implement while achieving a sense of confidence in their financial future is what drives him to excel in his role.