What departments does Fortiv Wealth Management have?

Fortiv Wealth Management has employees across 1 departments including Engineering.

What is the largest department at Fortiv Wealth Management?

The largest department at Fortiv Wealth Management is Engineering with 1 employees.

Where are Fortiv Wealth Management employees located globally?

Fortiv Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Fortiv Wealth Management's team size changed over time?

Fortiv Wealth Management's team has grown from approximately 2 to 6 employees based on available data.

Fortiv Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Fortiv Wealth Management is a private wealth firm based in Orlando, Florida, offering a multidisciplinary approach to wealth management and strategic planning. The team combines expertise in investment management, insurance, retirement planning, business planning, estate planning, and philanthropic planning, with roots dating back to 1961 in its Orlando office.

Securities are offered through IP Securities, LLC, an Independent Financial Partners affiliate, and investment advice is provided by IFP Advisors, LLC, also affiliated with IFP; Fortiv and IFP are not affiliated. Regulatory disclosures indicate that registration does not imply government endorsement and that materials are for information distribution only, not investment advice.

Fortiv Wealth Management Global Highlights

North America
22

United States Of America
22

Fortiv Wealth Management's Leadership

C. P.
Partner
Mobile Phone
Email
C. R.
Partner
Mobile Phone
Email
F. H.
Director Of Retirement Plan Services
Mobile Phone
Email
N. M.
Director Of Client Services/Senior Wealth Advisor
Mobile Phone
Email
V. G.
Director Of First Impressions
Mobile Phone
Email
L. G.
Client Care Manager
Mobile Phone
Email
A. M.
Senior Software Engineer
Mobile Phone
Email
R. H.
Paraplanner
Mobile Phone
Email

Fortiv Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Fortiv Wealth Management

Name

Title

Contact

Location

Last Update

C. P.
Partner
Mobile Phone
Email
Jun 08, 2026
C. R.
Partner
Mobile Phone
Email
May 10, 2026
F. H.
Director Of Retirement Plan Services
Mobile Phone
Email
Apr 16, 2026
N. M.
Director Of Client Services/Senior Wealth Advisor
Mobile Phone
Email
Nov 10, 2025
V. G.
Director Of First Impressions
Mobile Phone
Email
Oct 23, 2024
L. G.
Client Care Manager
Mobile Phone
Email
Jul 16, 2025
A. M.
Senior Software Engineer
Mobile Phone
Email
Oct 22, 2024
R. H.
Paraplanner
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Fortiv Wealth Management known for?

Fortiv Wealth Management was founded in 1960 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-407-699-****

. Explore Fortiv Wealth Management's company overview page for more information.

What is Fortiv Wealth Management's most common email format?

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

How many employees does Fortiv Wealth Management have currently?

Fortiv Wealth Management has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Fortiv Wealth Management's key employees and leadership?

As of July 2026, Fortiv Wealth Management's key employees include:

Partner: C. P.
Partner: C. R.
Director Of Retirement Plan Services: F. H.
Director Of Client Services/Senior Wealth Advisor: N. M.
Director Of First Impressions: V. G.

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Fortiv Wealth Management Employee Directory

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Fortiv Wealth Management Global Highlights

North America
22

Fortiv Wealth Management's Leadership

Fortiv Wealth Management Employee Metrics

Contact profiles from Fortiv Wealth Management

Frequently Asked Questions

What is Fortiv Wealth Management known for?

What is Fortiv Wealth Management's most common email format?

How many employees does Fortiv Wealth Management have currently?

Who are Fortiv Wealth Management's key employees and leadership?

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

Fortiv Wealth Management Employee Directory

Find Fortiv Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Fortiv Wealth Management Global Highlights

North America22

Fortiv Wealth Management's Leadership

Fortiv Wealth Management Employee Metrics

Contact profiles from Fortiv Wealth Management

Frequently Asked Questions

What is Fortiv Wealth Management known for?

What is Fortiv Wealth Management's most common email format?

How many employees does Fortiv Wealth Management have currently?

Who are Fortiv Wealth Management's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
22

Everything for prospecting,
in one platform.