Daniel Stellini, CEPA^®, is the Founder and Wealth Manager of Fortitude Wealth Management, an independent advisory firm built on the mindset of fortitude—the discipline to plan deliberately, invest thoughtfully, and stay the course. He helps individuals and families develop and maintain investment strategies aligned with their unique goals, grounded in the belief that long-term success is earned through preparation, patience, and proper planning.

Daniel’s approach to comprehensive wealth management is built on service and true partnership. By deeply understanding each client’s unique situation, he develops integrated strategies that span investments, tax efficiency, estate planning, and long-term financial planning, creating a clear roadmap toward their goals.

He holds a degree in Business Management with a minor in Small Business Management and Entrepreneurship from California State University, Chico, and earned the Certified Exit Planning Advisor^® designation to better serve business owners preparing for their version of retirement.

Daniel’s early career in Construction Management shaped his disciplined, detail-oriented approach, which he now brings to his clients by serving as their “financial project manager,” helping coordinate and simplify each part of their financial lives.

He specializes in Retirement Planning, Generational Wealth and Legacy Planning, and Small Business financial solutions, with a commitment to helping clients understand not just what they are doing—but why—so they can move forward with confidence.