David Shestak, CFP®

Financial Advisor

Helping you identify, plan, and reach each of your financial goals.

David’s mission as a financial advisor is to help you create tailored financial strategies and systems to reach your goals.

About

David Shestak is a financial advisor at Fortune Financial, a boutique financial services firm based in Minnetonka, MN. He provides comprehensive financial planning for individuals and families and partners with small business owners and self‑employed professionals to create strategies that support both personal financial wellness and long‑term business success.

In his work, David increasingly serves clients for whom values and faith are central to their financial decisions. He is passionate about helping individuals and families be good stewards of their money—aligning financial strategies with personal beliefs, purpose, and long‑term goals. His approach emphasizes education, transparency, and thoughtful planning so clients feel confident using their resources in ways that reflect what matters most to them.

Born and raised in Nebraska, David attended the University of Nebraska–Lincoln, where he earned two Bachelor of Science degrees in education and business. After beginning his career with firms in the Omaha, NE, area, he relocated to Minnesota and joined Fortune Financial in 2016, where he continues to build lasting client relationships rooted in trust and understanding.

David lives in Bloomington, MN, with his wife and their three children—two sons, ages five and three, and a one‑year‑old daughter—as well as their black lab. Outside of work, he enjoys cooking, trying new recipes and restaurants, golf, and spending time outdoors with his family. They are active members of their local Catholic church.

MEET WITH DAVID

Services

Comprehensive fee-based financial planning

David’s primary focus involves understanding each client’s current financial situation, goals, and long-term objectives. By creating a comprehensive financial plan based on their needs and circumstances, he and his team help them map out a route to where they want to be.

Debt management

From student loans to high-interest debt, David helps clients navigate the refinancing and repayment process with respect to their overall financial plan. This results in a debt repayment strategy that’s manageable for today and strategic for the future.

Education funding

With the increasing cost of education, David addresses common questions and misconceptions about education funding. He also develops actionable steps to help his clients achieve their education savings goals throughout their child’s life.

Estate planning

An estate plan provides written instructions regarding what someone wishes to happen to their possessions and the individuals they would like to receive them after their passing. David works to create a strategy to help achieve specific and meaningful goals that are consistent with his clients’ values.

For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Wealth Services, LLC, nor any of its representatives may give legal advice.

Wealth management

Regardless of where you are on your financial journey, taking advantage of different forms of investment is key. Proper allocation of funds can help integrate multiple goals into a single financial plan. As such, David and his team help to determine where his clients’ funds are best distributed, based on their risk tolerance and goals.

Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.

Asset protection

Having asset protection strategies as part of their overall financial plan can help clients manage risks that could derail their goals, deplete their assets, or threaten their income. David works with clients as they create protection strategies that suit their current and projected needs.

GET STARTED