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Richard A. Fortune

LUTCF®
  • Financial Services Executive
  • Financial Advisor

Our Promise
The Fortune Team at Barnum Financial Group is dedicated to your success. The promise we make as a team is to provide you with the most knowledgeable, committed, and personalized service that we can possibly offer. Whatever short and long-term goals you may have, the secret to attaining those goals hinges on proper planning, implementation, and effective execution – as well as the ability to make informed confident decisions. Developing an effective strategy requires input from the people you trust. We have built our reputation on being the team that cares about our clients’ financial future. Our Promise to you is to be as educated and informed as possible on the latest services and products, and to make ourselves available to you when guidance is needed on your journey to financial freedom.

Qualifications & Personal Information:

  • Financial Executive for the past 33 years
  • Earned designation for the Life Underwriter Training Council Fellow (LUTCF)
  • Received one of the highest honors by joiningan elite group as a member of the industry recognized MetLife Hall of Fame in 2014
  • Registered Representative
  • MassMutual Leader’s Qualifier 2017 and 2018
  • Former MetLife Chairman’s Council Producer Qualifier 2003-2016
  • Former MetLife Presidents’ Conference Qualifier 2005-2016
  • Graduated from Fairleigh Dickinson University with a Bachelor’s Degree in Economics and Finance
  • Resides in Branchburg, NJ where he lives with his wife, Kris and children, Dana, Melanie, and Brett
  • Community activities include coaching his children’s sports teams, member of the board and trustee for the Knights of Columbus
  • Charitable Fund and the Center for Great Expectations.

I am licensed to sell insurance and securities in New Jersey. Licenses and registrations will vary. Domiciled in NJ.

CA Insurance Lic#0G9808
AR Insurance Lic#5710844

Check the background of this investment professional on FINRA’s BrokerCheck

Richard A. Fortune

LUTCF®
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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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