The Professional Advisor Group, LLC
6960 Orchard Lake Road, Suite 120
West Bloomfield,MI 48322
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11300 US Hwy 1, Suite 203 Palm Beach Gardens, FL 33408
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Gregg R. Fortune, CFP®, CFS, AEP, ChFC(R) is the founder and managing member of The Professional Advisor Group, LLC. in West Bloomfield, MI. His firm focuses on offering comprehensive financial planning solutions for a wide variety of clientele. He has formed strategic alliances with respected CPA firms in the local area to design and manage their client’s financial planning needs.
Gregg came from a design engineering background as he was an automotive product designer for companies working with the “Big 3”. He pursued an engineering degree at Oakland University but switched to Personal Financial Planning when he followed his passion and made the career switch in 1992. He completed the Oakland University Certificate course in Personal Financial Planning in 1996 which led to his completion of the CERTIFIED FINANCIAL PLANNER™ credential also in 1996. He studied additionally to achieve the designation of CERTIFIED FUND SPECIALIST in 1998 to show his dedication to education on investment related issues in the financial planning process. Gregg devoted a lot of his practice to working in conjunction with an attorney helping clients with high level estate planning recommendations. This proficiency was applied to his achieving the credential of ACCREDITED ESTATE PLANNER. Gregg is one of a small few who hold both the CFP® and the AEP designations in Michigan.
Gregg is the proud and busy father of five beautiful children. In his leisure time Gregg likes to golf, workout and spend time giving back to his community.