Broker Check

Licensing

Fortress Financial Planning uses education in financial services along with in-depth knowlege of the ever-changing insurance industry landscape to provide you with solutions to create a plan unique to you.

Insurance 

Our team is licensed to sell insurance products in the following jurisdictions: 

California, Delaware, Florida, Georgia, Idaho, Illinois, Maryland, Michigan, Missouri, North Carolina, North Dakota, New Hampshire, New York, Nevada and Texas, 

Securities 

Our team is registered to offer securities in the following jurisdictions: 

California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota,  North Carolina, New Hampshire, Nevada, New York, Ohio, Oregon,  South Carolina, Texas, Washington and Virginia

Bassem Moez | California Insurance License #: 0L49837 | State of Domicile: Michigan

James Darden | California Insurance License #: 4073619 | State of Domicile: Michigan