Joshua Ali, CFA®

Josh Ali loves those times he talks with a prospective client who worries that their investment accounts are improperly allocated. Why, Josh asks them, are those investment allocations so important? What is it they are investing for in the first place? That is when the light bulb goes off, and the conversation can go deep into what financial freedom means to them.

Before joining Fortress Wealth Planning, Josh had already served both individual and institutional clients through 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. As our Investment Strategist, he takes a goals-first approach to building portfolios and provides continual monitoring and reporting.

An Orlando resident, Josh appreciates time with his wife and their crew of cats and a dog. He started George RR Martin’s A Song of Ice and Fire series while still in college and eagerly awaits the final novels.

Education and Designations

• Chartered Financial Analyst (CFA), CFA Institute
• Bachelor of Science, Finance, University of South Florida

Memberships and Community Involvement

• Member, CFA Society of Orlando