Fortner Wealth Management, located in El Segundo, CA, offers a hands-on approach to financial planning and a grounded perspective on critical decisions. With specializations in wealth management, including financial planning, portfolio management, retirement income planning, risk management, and banking services, their team provides intellectual muscle and protective financial guidance to see clients through every stage of life.
Led by Senior Vice President Scott Fortner, who has been with UBS Wealth Management since 1980, the team at Fortner Wealth Management prides themselves on being approachable, friendly, and down-to-earth. They have built lasting relationships with clients through their commitment to quality client service and have received industry recognition, including being named Forbes Best-in-State Wealth Advisors and Forbes Best-in-State Wealth Management Teams.
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