Noah S. Wills, CLTC®, CPFA®'s Linkedin Analytics

Noah Wills is a Financial Advisor that joined Fortuna Wealth in February 2023. Prior to joining Fortuna Wealth, Noah was with Lenox Advisors in NYC for the past 4 years. Noah focuses on guiding clients through all of life’s phases, from implementing investment strategies designed to address their long-term goals to their day-to-day needs in retirement or on their way to retirement. To provide clients with the best possible support as they pursue their long- and short-term goals, Noah follows a disciplined process of assessing each client’s financial picture, determining their risk tolerance, and then building and executing an investment plan designed to align with their specific needs. As they move forward, he reviews their plans and periodically meets with them to review their portfolios, assess their goals, and makes adjustments whenever necessary to help ensure they remain on track to achieving their objectives. Noah earned his degree from The Pennsylvania State University Main Campus finishing with a bachelors of science in information sciences & technology as well as minors in business & liberal arts. Noah also spent time as an analyst for the Penn State Investment Association. He is currently a part of the Penn State Alumni Association (NYC chapter), as well as the Boca Raton Chamber of Commerce. He holds FINRA Series 6, 7, 63 and 65 registrations, life and health insurance licenses, and is both a Certified Long Term Care Consultant designation (CLTC®) and Certified Plan Fiduciary Advisor (CPFA®). Noah is a native of Rockland County, NY. He moved down to Boca Raton, FL in 2023. Noah enjoys golf, The NBA, and being an avid film critic.