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Fortune Strategies

+1 (925) 942-2942
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Patricia Tanner, CLU, ChFC, CFP and James Hodge, JD, MBA
Patricia Tanner, CLU, ChFC, CFP and James Hodge, JD, MBA
319 Diablo Rd Ste 100
Danville, CA 94526
+1 (925) 942-2942
http://www.fortune-strategies.com

Specialties

With almost 60 years of collective experience working with some of America's richest families, Fortune Strategies brings a unique perspective to wealth preservation and estate planning. The advisors of Fortune Strategies have spent years cultivating relationships with some of the most accomplished professionals in the country and their network, combined with their experience and client focus, create lasting legacies.

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United States›California›Danville›Fortune Strategies

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