Meet The Fortuity Team | Experts Behind Your Success

Get to Know the Fortuity Team

Experts Driven by Your Success Every Step of the Way

Joshua Rey

Founder & CEO

With over a decade of progressive experience in financial and legal consulting, “JR” brings his unique skills and insights to enhance our services and capabilities. With a blend of industry knowledge and a passion for strategy, he plays a critical role in guiding clients through their financial journeys. Joshua’s commitment to understanding each client’s specific needs allows him to deliver tailored solutions that address both immediate concerns and long-term objectives.

“We foster a culture of collaboration and support, ensuring that everyone can benefit from the collective expertise of our dedication. Together, we strive to empower people on their path to success.” – J.R.

Tony Sopoulos

Tony plays a crucial role as our Administrative Coordinator and General Manager, where he expertly manages the daily operations, ensuring everything runs like a well-oiled machine. From keeping the office organized to making sure all processes align with the company’s vision, Tony’s hands-on approach keeps things on track. A key strength of Tony’s is his expertise in managing the philanthropic initiatives of our clients, ensuring that the family office’s charitable efforts are executed smoothly and effectively.

With years of experience under his belt, Tony’s ability to juggle multiple tasks with precision and his knack for fostering strong relationships across the team are what make him invaluable. His focus on efficiency, attention to detail, and genuine connection with everyone he works with ensure the smooth, cohesive flow of the family office.

Zen Kobayashi

Zen is our project management leader, where he oversees the planning, execution, and delivery of multiple projects within a broader program and portfolio. With extensive experience in the B2B and tax-related sectors, he ensures that projects align with business objectives, guiding teams to meet their targets efficiently. His leadership fosters collaboration, accountability, and attention to detail, ensuring each project is completed on time and within scope.

Over the years, Zen has developed expertise in consulting, compliance, and management, making him a versatile leader capable of navigating complex regulatory landscapes. His strong track record in driving projects forward while maintaining regulatory compliance has made him an invaluable asset to Fortuity. His commitment to excellence and ability to adapt to the evolving needs of the business allow him to deliver high-impact results consistently.

Erick Cordoba

With over 12 years of experience in the financial services industry, Erick is dedicated to helping individuals and families secure their future through life insurance and retirement planning. My mission is to protect families and provide them with the tools they need to build a legacy, all while offering comprehensive financial planning.

Passionate about educating clients—Erick ensures confidence in the decisions they make. His laid-back, approachable style allows him to connect with people on a personal level, making complex financial concepts simple and relatable. He believes in providing real value and creating a trusting relationship, which is why transparency and integrity are at the core of everything he does.

“When I’m not working with clients, I’m focused on maintaining a culture of enthusiasm and ethical business practices. I’m here to help you navigate your financial future with ease and confidence, offering personalized solutions that protect your family, your livelihood, and your dreams.”

Zachary Garcia

Zachary is a bilingual financial services professional known for his commitment to providing exceptional service. He began his career at a young age, obtaining his license early with a clear intention to help clients secure their financial futures. His expertise spans across a variety of financial vehicles, ensuring clients are well-prepared for whatever life may bring.

Zach has worked extensively with high-net-worth individuals, understanding their unique financial needs and tailoring services to meet their goals. His passion for helping clients navigate complex financial landscapes is matched by his dedication to personalized service and long-term security. Fluent in both English and Spanish, he’s able to offer his services to a diverse range of clientele, bridging language barriers and providing seamless communication.

With a firm belief in the value of trust and integrity, Zach continues to grow within his field, committed to empowering clients through financial education and thoughtful planning.

Davit Hunanyan

Davit is a dedicated bookkeeper at Fortuity, where he ensures the accuracy of financial records and the proper documentation of all transactions. Majoring in Finance and Accounting, he seamlessly integrates the knowledge and skills from academia into his daily work. His meticulous approach to financial data ensures that everything is kept precise, up to date, and in compliance with regulations, making him an essential contributor to Fortuity’s smooth financial operations.

Davit’s attention to detail and passion for continuous improvement have quickly made him a valued member of the Fortuity team. His ability to spot discrepancies, optimize processes, and produce accurate financial reports supports the organization’s decision-making and financial health. As a lifelong learner, he consistently applies new insights to enhance both his personal development and Fortuity’s financial efficiency, proving himself an indispensable asset to the company.

Our Commitment

We believe that people are the best thing that can happen to anything, and our team is our greatest asset. We are dedicated to providing you with the highest level of service and expertise, working together to ensure your financial success.