Steven Fortunato
Vice President, Carmona Wealth
Steven Fortunato 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. With more than a decade of experience, Steven brings expertise in structuring complex real estate transactions, underwriting, and asset management.
Steven is committed to providing education-driven solutions and personalized service to help clients achieve their financial goals.
He holds a Bachelor of Science in Business Administration from the University of Southern California and maintains FINRA Series 7 and 63 licenses. Steven enjoys surfing, skiing, and spending quality time with his family.
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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.