ABOUT US
Your Financial Stability
Family Fortune Financial is a firm focusing on helping our clients to avoid over paying taxes, hidden fees, and commissions. We hold your hand through the navigation of your taxes, accountants, lawyers, financial advisors, and business consultants to provide you with the financial stability you deserve.
Clients that work with us find themselves in one or more of these circumstances:
- Are you paying more than $100,000 in tax?
- Have you outgrown your current financial team?
- Do you need to minimize taxes from a business sale?
- Are you wondering how to keep your family financially stable?
- Do you need to ensure your financial legacy remains with your family?
Family Fortune Financial rests on four pillars that provide our customers with the best possible experience.
Fiduciary Responsibility
Fiduciaries have the obligation to ensure their recommendations are appropriate each day as opposed to the brokerage standard, which only states that the recommendation is suitable the day it’s recommended. Fiduciaries also cannot charge commissions ever. There must be no conflicts in any financial relationship – no hidden fees or commissions to incentivize against what’s best for the client. Most people have an obligation to who pays them. A fiduciary ensures that nothing gets between the advisor and client relationship.
Transparent Practice
For dynamic planning, clients must see all their assets and performance updated in real time. We use a world-class technology platform that captures all investments regardless of where they’re held – from market investments to real estate to company retirement plans. We also create a virtual fire box to safeguard legal tax and insurance documents. We help clients efficiently manage all of their financial affairs from one secure location. This makes planning and goal tracking clear to all the involved parties.
Innovative Access
One area that distinguishes Family Fortune Financial is our ability to source unique and profitable investment opportunities. We create and provide direct access to private equity, real estate, cryptocurrency, and energy opportunities. Many of these items are much more expensive or unavailable elsewhere. We have multiple partners constantly researching and finding investments from all over the globe. Many options have favorable tax treatment, which is a true highlight for our clients, with tax as a primary concern.Community Involvement
We understand the benefit of bringing open-minded and dynamic people together. While we have employees that serve on boards and give to local and global charities, we also strive to serve the community by bringing top-level tax strategists and executives to town through our Red Carpet Charleston event series. This dynamic social event invites lifelong learners to meet and collaborate with other relevant and talented people in the community while also learning bespoke strategies for building wealth.
The Team
Erik Flegal
Erik Flegal
Managing Partner
Erik began his financial services career while still in college at the University of California – Los Angeles. After training advisors and updating the financial interface and planning systems, he managed the Rolling Hills and Glendale, CA branches of a Morgan Stanley predecessor firm. He moved to Charleston to work at Wells Fargo Advisors as a Financial Advisor.
His desire to provide his clients with the best solutions motivated him to create a fiduciary multi-family office for high net worth families.
Erik has a passion for education. A frequent speaker at local offices and events, Erik was a member of the faculty at UCLA Extension where he taught classes on the Art and Science of Investments and the Fundamentals of Investing for the Financial Certificate program. He also is active in the community, serving on the board of the Storm Eye Institute – an organization focused on supporting one of the preeminent optical teams in the Southeast.
Erik is the founder of Red Carpet Charleston. This is an invitation-only event series for new residents to quickly integrate into the fabric of Charleston – both professionally and personally. Focusing on high-level executives and decision-makers who are new to the area, the series is designed to provide meaningful introductions, connections and recommendations with established leaders in the community.
In addition to the BA in English he earned at UCLA, Erik also received an MBA from the University of Southern California. He was a member of the UCLA Volleyball team and the Youth Olympic Volleyball team – winning a Gold Medal during an international competition in Canada. He’s also an amateur magician and a member of the Academy of Magical Arts in Hollywood, CA. Erik resides in Mount Pleasant, SC with his wife Hollyann, two daughters, Savannah and Annabelle, and two sons, Joshua and Jonathan.
Pascal Roduit
Pascal Roduit
Chief Market Strategist
Pascal serves as the Outsourced Chief Market Strategist for Family Fortune Financial LLC, on behalf of SMArtX Advisory Solutions. Pascal is the Chief Investment Strategist at SMArtX Advisory Solutions and is responsible for managing SMArtX’s industry-leading OCIO products, practices, and services. He was previously was a senior financial analyst at Mercer Park LP, a family office focusing on the acquisition of alternative investment entities. Before joining Mercer Park LP, Pascal was the chief risk officer and the director of quantitative research for the Rock Maple Funds, a fund-of-hedge-funds manager. At Rock Maple Funds, Pascal developed an investment “roadmap” for hedge fund of funds portfolio construction and risk management, based on the concepts of Omega. Pascal was a frequent speaker at hedge fund conferences, seminars and round table events, both domestic and abroad. Previously, Pascal was the director of risk management at Pine Grove Asset Management. His past experience includes working at JP Morgan Securities; there he developed an investment/risk methodology known as Risk Appraisal Drives Absolute Returns (“RADAR”) and assisted in the portfolio construction process and manager due diligence for the creation of fund-of-hedge-funds products. Earlier in his career, he also developed and expanded the hedge fund advisory services for the bank’s Geneva office. It is at JP Morgan that Pascal developed the “Hedge Fund Cycle Map”, a macroeconomic-based approach to evaluate hedge fund strategy performance. Prior to JP Morgan, Pascal was a fund manager at Deutsche Bank (North America and Southeast Asia Equity Funds), and at Lloyds Bank (Global Fixed Income Fund). At both institutions, Pascal was a member of the investment committee, responsible for the USD denominated managed accounts. Pascal received a BA and an MBA from The American University, Washington, DC.
Joe McQuaid
Joe McQuaid
Chief Compliance Officer
As Director of Business Development, Joe McQuaid is focused on finding new opportunities for clients in addition to leveraging resources for thought leadership. Together, these responsibilities position Joe at the forefront of the organization’s growth and evolution, and help Family Fortune Financial expand its reach and impact. McQuaid’s history with financial institutions Prudential, New York Life, and Guggenheim along with Morgan Creek Capital, Pacer ETFs, and WealthShield has generated awards for his work and provided Joe the operational experience to navigate shifting and emerging markets. A graduate of New York University, McQuaid holds a Series 65 license. He resides with his family in Mount Pleasant, SC. An avid athlete, he enjoys running, mountaineering, triathlons and other endurance challenges.
Matt Dailey
Matt Dailey
Director of Client Services
Matthew is a dynamic professional with a diverse background and a passion for serving others. With 13 years of experience as a dedicated school administrator and principal, he nurtured educational environments that fostered growth, learning, and student success. Prior to his career in education, Matthew enjoyed an illustrious career as a professional baseball player, honing his skills and embodying the spirit of teamwork and determination.
Recognizing the importance of financial planning and security, Matthew transitioned into a role leading the integration of professionals and services to clients at Family Fortune Financial. He provides invaluable guidance to individuals and families seeking to create a solid financial. His expertise in this field ensured that clients were equipped with the necessary tools and strategies to navigate their retirement with confidence.
With a rich and diverse professional background, Matthew brings a unique perspective and a commitment to exceptional service in everything he does. Whether it’s leading educational institutions, empowering clients towards a secure future so they can pursue their own passions, Matthew consistently demonstrates dedication, leadership, and a drive to make a positive impact.
Kak Varley
Kak Varley
Chief Market Strategist
Kak brings over 10 years of marketing experience to his role at Family Fortune Financial. As the Chief Marketing Officer, Kak oversees the group’s marketing needs, including brand, digital, and inbound marketing.
Previously, he has over 25 years of sales experience and over 17 years of business ownership experience, allowing him to bring in that wealth of experience to the marketing realm. Kak grew up in Milwaukee, Wisconsin. He loves music and fitness and has lived in Phoenix, Arizona since 1989 with his wife and 2 sons.
Mark Hyman
Mark Hyman
Strategic Planning Partner
Mark excels working with clients to structure bespoke, best-in-class insurance solutions in the areas of estate, business, philanthropic and legacy planning. Drawing on over 17 years of experience supporting UHNW families and their advisory networks, Mark is a trusted and proven subject matter expert.
Mark has also worked internally within insurance carriers including Metlife and Mass Mutual, and externally with advanced national advisor groups such as Merrill Lynch. His ability to engage and drive client centric solutions through the financial advisor with a focus on education, exceptional client service and transparency has led to a successful career drawing on experience at both the carrier and financial advisory worlds.
Mark is based in Florida with his wife, Linda and their four children, Justin, Halle, Julian and Helena.
Licenses include: Series 6, 63, Life and Health
Amanda North
Amanda North
Account Manager
With over 14 years of experience in the insurance industry, Amanda has strong expertise in underwriting, case management, and client services.
Amanda graduated from Bay Path University with a Bachelor’s in Business Administration and MBA in Entrepreneurial Thinking and Innovative Practices. She currently lives in Connecticut with her husband and two children.
Andrew Manna
Andrew Manna CTS™, CES™
Para Planner
In a world where people can easily become overwhelmed with the complexities of their financial situation, Andrew decided to pursue a career in Financial Planning to help clients obtain a clearer path to a fruitful financial future.
Andrew works closely with families and individuals, building them comprehensive financial plans based on their financial goals and aspirations.
Andrew graduated from San Diego State University with a degree in Financial Services. After passing his CFP® exam, he joined Concurrent Advisors as a Para Planner.
Andrew holds the Certified Tax SpecialistTM and Certified
Estate and Trust SpecialistTM designations as well as the Series 7
and Series 63 designations.
Strategic Partners
Advisory services are offered through Family Fortune Financial, LLC a d/b/a of Imprint Wealth, LLC (the “Advisor”), a Registered Investment Adviser. Services are only offered to clients or prospective clients where representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by the Advisor unless a wealth management agreement is in place.
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