Learn more about us
Brad Rosley
I started Fortune Financial Group (FFG) the day after my wife, Soni, and I moved to Glen Ellyn from Lincoln Park, Chicago in November 1996. I grew up in Arlington Heights and graduated from the University of Iowa in 1986 with a Bachelor’s Degree in Finance. Soon after college I decided I wanted to go into the financial planning profession. I earned my Certified Financial Planner designation in 1990. After working with a family owned financial services business for six years I decided to venture out and create FFG. I was inspired to create a truly “independent” firm that helps people figure out what they want to do with the one life God gave them. I think my clients like me in part because of my balanced approached to financial and life planning. They stay with me because we develops a relationship that is not product driven, but rather personal and life planning centric. My motto “Plan for tomorrow, while still living for today” is especially appealing to clients. I’ve been a contributor to my field in many ways. I’ve contributed articles and been a resource to many publications over the years. I blog (www.bradrosley.com) and post Youtube videos as a means to educate my client’s and the public. I penned Beyond Money which rose to #1 on Amazon best seller’s list in 2018. I’m also a former President and Chairman of the Board of the Financial Planning Association of Illinois (FPA®). When I not doing work related activities, you can find me golfing, fishing or playing lunch time men’s basketball. I have a wonderful wife and three kids in college.
Cris Kalivas
I, “Cris” Kalivas have been in the financial industry since 1987. I started out in the municipal bond business when the 10-year Treasury bond was hovering around 9% and completed my last trade when the 10-year was 2.17. I traded everything in between with all the ups and downs. In the muni bond world I traded, underwrote new issues and participated in investment banking and loved every minute of it. I was the Head National Underwriter bidding on national syndicates underwriting hundred’s of millions of debt for municipalities across the country with three phones at a time and 20 salespeople trying to file their orders with me. While underwriting I noticed a large population of friends, family, neighbors and acquaintances that appeared lost at the slightest mention of financial terms. My desire to bring financial literacy to everyone was birthed. I founded the Glen Ellyn Women’s Investment Club (much like the famous Beardstown Ladies but, legit) and now I speak frequently to groups on day to day financial issues such as budgeting, stocks and college savings. I speak regularly to large military groups teaching on retirement, money management and empowering our servicemen and women to believe they can understand and manage their own finances. I hold a BA in Public Administration from Drake University, hold the professional designation of a CERTIFIED FINANCIAL PLANNER (CFP) and am a member of the Financial Planners Association of Illinois. I have lived in the town of Glen Ellyn, IL, nearly my whole life and I married my high school sweetheart, Nick. We have four awesome kids, Peter, Gus, Sophie and Lily and they are my greatest accomplishment.
Certified Financial Planner
What is a CFP and what can we do for you.
Work With Advisors Who Are Independent and Objective. Our focus, first and foremost, is on our clients’ needs. We are Fiduciaries meaning we are always obligated to put our client’s interest first. Anybody can call themselves a financial planner, we are Certified Financial Planners. To qualify for CFP® certification requires engaging in rigorous coursework, passing a 6-hour exam, and meeting continuing education requirements. In addition working with a CFP® ensures that fees for services are transparent.
Our Partners
As financial advisors, we’ll help you take time to reflect on what is truly most important to you is an exercise that very few people take the time to do. Most people spend their life in a “reactive” mode reacting to what is going on around them rather than proactively planning to make sure certain priorities are given preference.
Charles Schwab
A stock brokerage company with a simple question: isn’t there a better way? A modern approach with insights and ideas to keep you at the forefront of Investing.
SEI Private Trust
Redefining Wealth Management.
Our team of more than 100 professionals assists you with research, portfolio construction, portfolio manager monitoring and rebalancing.
Russell Investments
We’re a global asset manager with a unique set of capabilities that we believe is essential to managing your total portfolio and to meeting your desired outcome.
Herman Agency
The Herman Agency provides the technical expertise and critical thinking to support clients and their advisors in the analysis, structuring, and implementation of new and existing life, disability and long-term care insurance portfolios.
