Our Team
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Ramie is a Financial Advisor and Licensed Life Insurance Agent. As a partner at the firm, he was a part of the creation of the Retired and Free system. Ramie works closely with clients in helping them understand the three phases of their financial life and maximize their financial position.
- Hobbies: Going to the movies
- Favorite Sport: Boxing
Ramie Khalil
Pedro is a RICP and Licensed Financial Professional. He is the author of Retired and Free. He has been a Financial Planner for over 13 years and specializes in Retirement planning.
He resides in California with his beautiful family.
- Hobbies: Traveling
- Favorite Quote: Romans 8:28
Pedro Adao
Megan has been with Fortress Financial Group since 2015. She works closely with our new and current clients. Megan ensures that our clients have an outstanding experience from the very beginning. She supports our advisors so that they can be of best of service.
- Hobbies: Going to Disneyland and spending time with her husband, Nicholas, and daughter, Helena.
Megan Muldong
Suzette is a foundational rock of the firm since opening Fortress Financial Group with her husband Pedro. She has planned and coordinated many of our financial workshops throughout the area. Suzette also loves to create wonderful raffle baskets that we give away at our events! She loves to bring joy and fun to our company!
- Hobbies: Cooking
- Favorite Travel Destination: Disneyland
Suzette Adao
Shelly has been with Fortress Financial group since 2014. She began with planning workshops and managing client services. She worked closely with all of our clients and continues to grow the company by creating efficiencies and systems to help better serve our clients.
- Hobbies: Doing puzzles
- Favorite Movie: Remember The Titans
Shelly Khalil
Our Agents
Alex also is a servicing agent who helps Fortress Financial Group clients review their accounts.
Alex Resides in Virginia with his Wife Judy and 4 children.
Alex Fanjul
David has been working with Fortress Financial group as a Licensed Financial Professional for one year. David loves talking clients through the concepts and helping them understand where they are and what’s next.
He also helps clients with Medicare and Real Estate.
- Hobbies: Traveling, playing guitar
- Favorite Food: I am a foodie, I maybe haven’t discovered it yet!!
David Swan
Eric is a Licensed Financial Professional with over 9 years of experience. He currently resides in Sacremento, CA specializing in helping individuals and couples that are already in retirement and those that are approaching retirement. Eric has earned a Bachelor’s Degree from U.C. Davis in Economics and received his initial financial training at Morgan Stanley as a Financial Advisor Associate. He continues to be educated on the most up to date financial strategies and education in order to better serve his clients.
Hobbies and Activities: Golf, Tennis, Paddle Boarding, Snowboarding, Traveling, Reading.
Eric Restrepo
After quitting his corporate job at the age of 33 to build his own company with his wife, he went on a search for alternative ways to create income and wealth that didn’t require him to trade time for money.
This led him to discover many of the same truths and principles he is now committed to sharing with clients so they too can achieve financial certainty and fulfillment.