Fortune Puleo holds the Certified Annuity Advisor (CAA) designation, active and in good standing. The CAA designation is listed with FINRA in its Professional Designations database.
Designation active and in good standing
Designation Certified Annuity Advisor (CAA)
CAA ID CAA-2026-SJ1HW2H
Location NJ
Checked September 15, 2026
This confirms the person holds the Certified Annuity Advisor designation, which is listed with FINRA's Professional Designations database. It is issued by Financial Planning Institute, an educational organization, and is not a securities or insurance license; verify any license with the appropriate regulator.