Retirement Planning Investment Management College Planning Life & Health Insurance
Brad Rosley,CFP®, and Ann Gunst,CPA,CFP®, take a very unique approach to financial planning for their clients at Fortune Financial Group in Glen Ellyn, Illinois. Focused on a comprehensive life planning approach, Brad and Ann help their clients bridge the gap between their financial assets AND living a life of fulfillment and balance. Find the balance between living comfortably today and enjoying life while planning for tomorrow is a delicate process. Brad and Ann are dedicated to building relationships with people who are passionate about living life to the fullest!
Brad Rosley, CFP®, has been providing financial solutions to his client’s since 1986. He is the founder and President of FFG which opened in Glen Ellyn in 1996. He graduated from the University of Iowa in 1986 with a Bachelor’s Degree in Finance. He has been a Certified Financial Planner since 1990 and helping individuals with their financial decisions for over 25 years.
He has been quoted and written articles in several publications including Chicago Magazine and Business Week. “Brad Rosley on Educated Investing” was published in 2001.
Brad is a long standing member of the Financial Planning Association of Illinois (FPA®) holding several offices over the years. In 2009 he served as President and Chairman of the Board in 2010 of the 1,100 member Illinois Chapter of the FPA®.
Brad, his wife Soni and their three children reside in Glen Ellyn where he is on the Board of Directors of the West Suburban Baseball League.
Ann Gunst graduated Magna Cum Laude with a BS in accounting from the Kelley School of Business at Indiana University. She is a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®). She has a more than a decade of experience in the financial services industry coupled with greater than 12 years experience in financial consulting and accounting.
Ann is dedicated to her family; she has three children, two of which are in college and one in eighth grade. In addition to her focus as a Financial Planner, she a member of the Board of Governors for Elmhurst Memorial Healthcare and the Elmhurst Memorial Foundation Board. Ann also serves on the College of DuPage Foundation Board.
An avid golfer, Ann was the first woman elected to the Board of Directors at Medinah Country Club She served as Director of Administration for the 2006 PGA Championship and is currently serving as an Executive Vice Chairperson for the 2012 Ryder Cup.
Ann prides herself on investing the time to get to know our clients personally, as well as thoroughly understanding their goals, interests, and concerns.