Meet the Founder
Fortuna Financial & Insurance Services
Nelly Jauregui
You deserve a plan that matches your real life — not a one-size-fits-all product.
— Nelly Jauregui
A steady hand through every financial season
Nelly Jauregui believes that retirement guidance should feel personal, clear, and empowering — not overwhelming. She works with clients across every stage of life to bring insurance and retirement income together in a way that actually makes sense.
With a strong foundation in real-world strategies and a reputation for calm, compassionate guidance, Nelly helps clients:
- protect what they’ve built,
- prepare for what’s next,
- and move forward with confidence.
Her approach is grounded in providing helpful insights and relationships—not pressure. Clients come to Nelly when they want a dedicated partner who listens, explains things clearly, and stays committed long after the paperwork is signed.
What you can expect working with us
Clear, cohesive guidance — built for real life.
Listen first
We start with what matters most to you, not just numbers.
Build a protection foundation
Auto, home, life, and essential coverage aligned with your goals.
Plan forward
Retirement strategies designed for long-term income and stability.
Stay connected
Ongoing guidance as your life evolves.
Strategize for what's next—in one simple call.
Let’s make sure you have a strategy — today, tomorrow, and decades into the future.
