Joshua Ali, CFA®
Josh Ali is an Investment Strategist with Fortress Wealth Planning, where he assists in providing 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.
Josh’s tenure in the industry has been spent working with both institutional and individual clients. Prior to Fortress Wealth Planning, Josh was an Investment Management Specialist at Wells Fargo Private Bank where he supported the management of family, philanthropic and trust portfolios. Prior to that he worked at Newport Group as an Investment Analyst. In this role Josh worked to develop strategies and investment menus for retirement plans and institutional assets.
He graduated from the University of South Florida with a bachelor’s degree in finance with a minor in economics and holds the Chartered Financial Analyst designation.
Josh and his fiancé Amy reside in San Marco where they love visiting the local restaurants, watching films at the San Marco Theater and learning new recipes.
Phone: (904) 301-4538