Palm Desert, CA Office

Brian Amidei is a financial advisor at Fortem Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortem Financial Group since 2018, following prior roles at Fortem Financial, Hightower Advisors, and Merrill. He is also the owner of BPA Capital Management, Inc., a separate entity related to RIA compensation. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with comprehensive wealth management services, including financial planning, investment management, and retirement plan consulting. The firm utilizes diversified portfolios based on modern portfolio theory and quantitative optimization and offers discretionary management as well as consulting on held-away accounts.

Cole Pine is a financial advisor at Fortem Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at MassMutual and Northwestern Mutual. Outside of advising, he has a background that includes involvement with Oregon State University and the Lodge at Cascade Brewing. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with financial planning, investment management, retirement plan consulting, and wealth management services. The firm employs diversified portfolios based on modern portfolio theory and quantitative methods, beginning client relationships with financial plans and investment policy statements.

Joseph Romano III is a financial advisor with Fortem Financial Group, LLC in Palm Desert, CA, holding a Series 66 license and 26 years of industry experience. His prior work includes roles at Merrill, Hightower Advisors, and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as a voluntary board member for Desert Classic Charities and as vice chairman of a charity event benefiting St. Jude, and he is also involved in a construction company ESOP and owns an LLC for airplane ownership. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with a range of wealth management services including financial planning, investment management, and retirement plan consulting. The firm uses diversified portfolios based on modern portfolio theory and offers both discretionary management and standalone consulting, with a network of affiliated businesses supporting lending, insurance, and credit solutions.

Brett D'orlando is a financial advisor at Fortem Financial Group, LLC in Palm Desert, CA, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at Merrill, Hightower Advisors, and Fortem Financial, LLC. He is also the owner of BCD Capital Management, Inc., a flow-through entity for RIA and insurance compensation. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with financial planning, investment management, retirement plan consulting, and broader wealth management services. The firm employs a diversified investment approach and provides both discretionary portfolio management and standalone consulting, relying on modern portfolio theory, factor investing, and quantitative optimization.