What departments does Fortegic have?

Fortegic has employees across 2 departments including Administrative, Sales.

What is the largest department at Fortegic?

The largest department at Fortegic is Administrative with 1 employees.

Where are Fortegic employees located globally?

Fortegic has employees across 2 continents and 2 countries including United States Of America, Chile.

How has Fortegic's team size changed over time?

Fortegic's team has grown from approximately 16 to 17 employees based on available data.

Fortegic Employee Directory

Financial ServicesOhio, United States11-50 Employees

Fortegic is a financial services firm based in the Cincinnati area, offering holistic and independent financial planning built on an agency lineage dating back to 1927. Under the leadership of President and General Agent Joe Clark since 2009, the firm emphasizes an intentional, client-centered approach that integrates expertise across multiple areas of the financial industry to tailor strategies that address each client’s goals and future needs. The company focuses on educating clients to support informed decision-making regarding their financial well-being and safeguarding what matters most through careful planning and unique solutions. Serving clients in the broader Mason, Ohio region, Fortegic positions itself as an independent advisory model within the financial services landscape. The team remains committed to collaborative, comprehensive planning aimed at delivering appropriate, personalized recommendations for a diverse client base.

Fortegic Global Highlights

North America
26

United States Of America
26

South America
1

Chile
1

Fortegic's Leadership

J. C.
Asesor Financiero
Mobile Phone
Email
D. A.
Administrative Assistant
Mobile Phone
Email
L. T.
Outside Sales Representative
Mobile Phone
Email
P. G.
Associate General Agent
Mobile Phone
Email
P. P.
Financial Consigliere | Strategic Retirement Income Planner | Legacy & Wealth Protection
Mobile Phone
Email

Fortegic Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Consultant
Recruiting
Sales
Other
Accounting

Contact profiles from Fortegic

Name

Title

Contact

Location

Last Update

J. C.
Asesor Financiero
Mobile Phone
Email
Chile
Jul 07, 2026
D. A.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
L. T.
Outside Sales Representative
Mobile Phone
Email
Oct 17, 2024
P. G.
Associate General Agent
Mobile Phone
Email
Oct 23, 2024
P. P.
Financial Consigliere | Strategic Retirement Income Planner | Legacy & Wealth Protection
Mobile Phone
Email
Jun 26, 2026

Frequently Asked Questions

What is Fortegic known for?

Fortegic was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-513-794-****

. Explore Fortegic's company overview page for more information.

What is Fortegic's most common email format?

Fortegic employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fortegic email formats with LeadIQ.

How many employees does Fortegic have currently?

Fortegic has approximately 23 employees as of July 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Fortegic's key employees and leadership?

As of July 2026, Fortegic's key employees include:

Asesor Financiero: J. C.
Administrative Assistant: D. A.
Outside Sales Representative: L. T.
Associate General Agent: P. G.
Financial Consigliere | Strategic Retirement Income Planner | Legacy & Wealth Protection: P. P.

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Fortegic Employee Directory

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