Biography
Cali joined FortiFi in 2021 and brings a thoughtful, client-focused approach to her work. She is passionate about helping clients navigate investment options, analyze tax returns, and understand estate planning strategies. Cali is especially driven by her commitment to financial education—seeking to ensure clients feel confident, informed, and empowered in their decisions. Her clients value her intentionality and ability to break down complex financial concepts into clear, personalized guidance.
Outside of the office, Cali enjoys spending time with her husband Jake, family, and friends – preferably outside on the golf course, at the lake or at her parents pool! She is also our resident pickleball player, so let her know if you need any tips!