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Steven Fortunato

Vice President, Carmona Wealth

Steven Fortunato, Vice President at Carmona Wealth
Experience30+ years in real estate law, investment & management
EducationBA Finance — Notre Dame · JD, Summa Cum Laude — Fordham Law
LicensesFINRA Series 7 and 63 · Attorney (NY, NJ) · Real Estate Broker
Focus1031 exchanges · DSTs · tax-deferral strategies
Schedule Time with Steven Call (818) 206-7550

Steven Fortunato, a licensed attorney in New York and New Jersey, has over 30 years of real estate experience. He graduated from the University of Notre Dame with a BA in Finance, then attended Fordham Law School where he graduated Summa Cum Laude in the top 1% of his class.

After four years of practicing real estate law, he began investing in real estate full time in the acquisition, renovation, maintenance and management of dozens of commercial properties. In 2020, he sold the majority of his real estate portfolio and effectuated multiple 1031 exchanges throughout the country.

Steven now serves as Vice President at Carmona Wealth, specializing in 1031 exchanges, Delaware Statutory Trusts (DSTs), and tax-deferral strategies for real estate investors, wealth managers, and family offices.

Steven holds his Series 7 and 63 licenses, is a licensed real estate broker, is an active youth coach volunteer and was a member of the Notre Dame 1988 National Championship Football Team.

He lives in Ridgewood NJ with his wife of 28 years and their five children.

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Whether you have a sale approaching, an exchange clock running, or you’re simply planning ahead, Steven and the Carmona Wealth team are glad to help you think it through.

Call (818) 206-7550 Investor Portal