Barbara works closely with clients to articulate their goals and connect them to the tools that are available to bring those goals to fruition.

With over a decade of experience in financial planning and client relationship management, Barbara has honed her skills in guiding individuals towards their financial aspirations. She earned her degree with Honors from the University of California, Berkeley before commencing her initial career in the entertainment industry. However, Barbara discovered her true passion lay in the field of financial planning, prompting her to transition careers. Barbara maintains the CERTIFIED FINANCIAL PLANNER® certification and holds Series 7 and 63 registrations.

Native to the Pacific Palisades, Barbara and all her siblings have ended up in the South Bay. She embraces an active lifestyle, taking advantage of the beautiful California weather to engage in activities such as tennis, swimming, and sailing.

Heather's ultimate goal is to help individuals live their lives to the fullest potential while ensuring the security of their families and the longevity of their financial resources.

Heather initially embarked on a career in the entertainment industry after she obtained a degree in English and Communications from Loyola Marymount University. Heather skillfully guides her clients through the complexities of managing their income and optimizing their benefits. As a financial advisor, Heather remains committed to professional growth and excellence. She is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant (ChFC®), and holds Series 6, 7, and 63 registrations.

Heather resides in El Segundo alongside her husband, Edward, and their two children. In her leisure time, she finds joy in quality moments spent with her family at the beach, or by the pool. Additionally, Heather nurtures her own well-being by beginning her day with hot yoga or spin sessions.

Alexandra plays a crucial role in the development and ongoing management of financial plans for clients.

Alexandra's educational background includes a degree in Financial Actuarial Mathematics from the University of California, Los Angeles. This strong foundation in mathematics and finance has equipped her with the necessary skills to excel in her role at Fortuna. Additionally, Alexandra has attained the prestigious CERTIFIED FINANCIAL PLANNER® certification, demonstrating her commitment to upholding the highest standards of professional excellence. She also holds Series 6 and 63 registrations, further enhancing her expertise in the financial industry.

Alexandra and her husband, Quinn, have chosen to make their home in Redondo Beach. Having met in college playing volleyball, they continue to be a part of the sport by coaching a women's team together.

Malisa's main goal is to nurture our customer service relationships through account management and correspondence. She joined Fortuna Wealth Management in 2024, bringing with her over 15 years of experience.

A native of Arizona, Malisa stayed close to home to earn her Bachelor of Science degree in International Business with a concentration in Finance from Arizona State University. She holds her series 7 and 63 securities registrations, and Life and Disability Licenses.

Malisa continues to reside in Arizona with her husband and kids, and enjoys spending time by the pool to try and stay cool.

Elizabeth holds responsibility for such initiatives as local brand strategy, public relations efforts, internal communications, and client experience. Elizabeth started at Northwestern Mutual in 2017, having served in various roles and assisted with a variety of marketing initiatives, including event planning and execution, trade association research, community partnership and sponsorship outreach, staff training, and securing targeted media relations opportunities. Elizabeth graduated from Pepperdine University with a B.A. in Interpersonal Communication.