Heather Courtney Quinn , CFP ®, ChFC® in

Heather Courtney Quinn , CFP ®, ChFC®

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Founder, Wealth Management Advisor, ChFC®, CFP ® at Fortuna Wealth Management, Legacy Planning & Insurance Solutions
📍 Los Angeles Metropolitan Area, United States

Heather Quinn is a Forbes-recognized Founder and Wealth Management Advisor at Fortuna Wealth Management. A Loyola Marymount University graduate, she transitioned from a successful career as a television and film executive at companies like Overbrook Entertainment to become a CERTIFIED FINANCIAL PLANNER™ professional. People often describe her as professional, a great leader, and an excellent communicator.

Outside of her finance career, Heather resides in El Segundo with her husband, Edward, and their two children. She enjoys spending quality time with her family at the beach or by the pool. To maintain her well-being, she often starts her day with hot yoga or spin sessions.

She previously developed notable film and television projects, including "BARBERSHOP 2, " "BEAUTYSHOP, " and the "BARBERSHOP" series.

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Experience
28 Years
Current Role
Founder, Wealth Management Advisor, ChFC®, CFP ®
Job Level
Leadership
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Heather shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Heather cares about

Wealth Management
As a CFP®, ChFC®, and founder of her firm, her entire career is focused on providing comprehensive financial planning and wealth management to clients.
Women in Finance
Her firm is female-driven, and she has been recognized by Forbes as a Top Financial Security Professional and a #WomeninFinance advocate.
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Career

Work history

7-2023
Founder, Wealth Management Advisor, ChFC®, CFP ®
Fortuna Wealth Management, Legacy Planning & Insurance Solutions
3-2018
Financial Advisor, ChFC
Northwestern Mutual
4-2011 - 3-2019
Partner
Lost Mountain Entertainment
8-2006 - 3-2011
VP of Television/Head of Television
Overbrook Entertainment
12-2002 - 5-2006
Vice President
State Street Pictures
In the press

Media appearances

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Education
Bachelors
Loyola Marymount University
Chartered Financial Consultant (ChFC®)
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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