Dave Fortin | Source | Co-Founder and CFA at FutureMoney

DF

Dave Fortin

Co-Founder and CFA at FutureMoney
On the record
Share profile 
Link:
Bio
Edit

Dave Fortin, CFA, is the co-founder of child-focused micro-investing app FutureMoney. Dave is a seasoned investment industry leader with over a decade of experience in robo-advisory, self-directed trading, and wealth management. He was previously the CEO of Tactex Asset Management and a founding team member of the world's 3rd-largest roundup-to-invest app, Moka, which grew to over a million user downloads internationally before being acquired by a publicly traded fintech company. Inspired by his journey as a dad of twins, he's pioneering solutions that help parents feel confident about their kids' financial future through generational wealth building.

Employment
Sign up to view all
Media
Sign up to view all
Story Ideas
Sign up to view all
  • Roth IRA: A Strategic Tool for Reducing Lifetime Tax Bills
    Dave explains that early Roth IRA contributions can reduce lifetime taxes by leveraging lower tax brackets. "A mix of Roth and traditional IRAs helps manage tax brackets in retirement." As tax rates rise, Roth IRAs shield assets from increased taxation, offering a future-proof strategy for retirees.
  • "Vibecession" Fades: Financial Expert Dave Fortin on Economic Mood Shift
    Dave explains that while economic data shows improvement, personal experiences may differ due to inflation and wage stagnation. He advises focusing on financial basics to regain control. With interest rates and inflation cooling, consumer sentiment is improving. However, challenges remain, especially for younger generations facing home affordability issues.
  • Boomers' Financial Missteps: Missed Opportunities for Future Security
    Dave highlights areas where Boomers could improve: "starting investment habits early," staying informed on tax breaks, avoiding overpaying advisors, and diversifying beyond 401ks. These strategies could have significantly enhanced their financial security in retirement.