Millennium Magazine_14th Ed_Liz Lam

221 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE With nearly four decades of professional experience, Fortunato S. Puleo is a proven leader in the field of finance. Specializing in income strategy and annuities, he has served as the president of Vista Finance Group in Wyckoff, New Jersey, since 2013. The company provides clients with a wealth of financial services, including assistance in retirement savings, social security and life insurance. Adjacent to his primary responsibilities, he has also operated as a registered representative at San Blas Securities since 2020. Mr. Puleo has worked in similar roles since 2010. He originally began his career in 1986, working as a bricklayer for the Local #34 Bricklayers Union until 1994. As part of his dedication to his professional endeavors, Mr. Puleo remains affiliated with the Financial Industry Regulatory Authority Inc. (FINRA), and the Securities Investor Protection Corporation. He also continues to serve his community as a civic-minded citizen, acting as the chapter president of the American Financial Education Alliance in Wyckoff and teaching classes to help citizens with understanding social security and how to maximize benefits. Well-regarded for his creative output, as well, Mr. Puleo authored an article, titled “To Annuity or Not to Annuity? That is The Question,” for Annuity123. Since immigrating to the United States from Italy in 1972, Mr. Puleo has understood the importance of a strong work ethic, which was instilled in him by his parents. To this end, he attributes much of his success to the guidance of his many amazing mentors, who taught him to focus on always learning and growing. In light of his fulfilling career, he is especially proud to be able to provide for his two loving children. Additionally, he is exceptionally proud of his wife, Mina, who aids him in running Vista Finance Group and has provided endless support. In the coming years, Mr. Puleo hopes to continue training financial representatives on how to grow in their own practice. FORTUNATO S. PULEO PRESIDENT Vista Finance Group Wyckoff, NJ

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