PRANALI FORTINI, CFP®, CRPC®
FINANCIAL ADVISOR
Pranali is a CERTIFIED FINANCIAL PLANNER™ and a Certified Retirement Planning Counsellor℠ with over 12 years of experience in the financial planning industry. She grew up in India. She received her Bachelor’s degree in Electrical Engineering through University of Mumbai, followed by a Master’s Degree in Biomedical Engineering at Drexel University, Philadelphia. It was during graduate school that she discovered her love for educating, working with and helping people achieve their goals. The pivot into Financial Planning as a career was a natural fit, that helps her do what she loves - meeting people, hearing their stories and helping them with her highly analytical skillset to be able to live the lives they envision for themselves and their families.
She started her career in the industry working at Citi and Edelman Financial Services (Now Edelman Financial Engines). She used that time to learn from the best in the industry in investment management and financial planning and has absolutely enjoyed helping people throughout her career. She has built a reputation for being a trusted counselor that helps guide individuals and families with a customized roadmap to achieving their goals, while helping them navigate challenges along the way. She started at Burt Wealth in 2024 and believes that here she is best suited to using her broad knowledge and experience in Investment Planning, Estate Planning, Tax Planning, Philanthropy, and Insurance to bring both strategy and clarity to managing wealth, investments and future security of the families we help. Having worked with people from all walks of life, she enjoys collaborating with attorneys, CPAs and other professionals to provide seamless guidance to individuals and families, helping them define and meet their unique day-to-day as well as future financial needs while fostering a strong partnership based on care, trust, confidence and a high level of service.
As a wife and mother to two little kids, she has a passion for helping families navigate the unique challenges parents face and enjoys coming up with strategies tailored to specific needs and personalities that can make financial planning easy to implement. She believes in the power of financial planning to give families the peace of mind that they need to be joyful and productive in other areas of their lives. When not at work, she enjoys time with her family – her husband Michael, son (7) and daughter (4). She is a foodie and enjoys exploring other cultures through food, art and travel. She also enjoys the great outdoors with her family. She is deeply involved in the community and expresses her love for children through non-profits for early childhood education and initiatives such as Toys for Tots®.