FORTRESS FINANCIAL SERVICES - Key Persons


Charles Schwab

Job Titles:
  • Financial Planning

Herman J Nainkin - Founder

Job Titles:
  • Founder
  • Fellow FPISA
* CFP® designation earned in South Africa . Financial Planning Standards Board Ltd. owns the certification marks CFP®, logo with flame and CERTIFIED FINANCIAL PLANNER™ outside the U.S. and permits qualified individuals to use these marks to indicate that they have met FPSB's initial and ongoing certification requirements.

Sumit Sharma

Job Titles:
  • Registered Assistant
Sumit Sharma is a Registered Assistant and Herman Nainkin is a Registered Representative and an Investment Advisor Representative offering Securities and Advisory services through United Planner's Financial Services of America.