Joshua Ali, CFA®, CFP®
Chief Investment Officer
Josh Ali is Chief Investment Officer at Fortress Wealth Planning, where he provides the firm’s investment strategy and solutions to meet the specific objectives of our clients. Josh takes a goals first approach to building portfolios, learning what’s important to families and building a strategy to best help them succeed.
Before joining Fortress Wealth Planning, Josh served both individual and institutional clients at Wells Fargo Private Bank and Newport Group. A Chartered Financial Analyst® (CFA) professional, he appreciated the opportunity to join the Fortress team and an environment where he could be nimbler in serving clients. He also recently added the Certified Financial Planner, CFP designation to his wealth management credentials. As our Investment Chief Investment Officer, Josh is responsible for the establishment of our investment philosophy, including the on-going management of our asset allocation structure.
An Orlando resident, Josh appreciates time with his wife Amy, daughter Rose and their dog Silver. Outside the office, Josh enjoys spending time in the kitchen learning new recipes and painfully watching New York Giants football.
Education and Designations
- Chartered Financial Analyst (CFA), CFA Institute
- Certified Financial Planner™ (CFP®)
- Bachelor of Science, Finance, University of South Florida
Memberships and Community Involvement
- Member, CFA Society of Orlando