Empathy and Experience

At Vesta Fortuna Wealth Management, we empathize with you and seek to find out where you are in your life’s journey, and where you want to go. We have the knowledge and experience to help you view your financial planning process through a lens of compassion and joy.

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Christopher Goetz, AIF®, CPFA

Founder, Advisor

With nearly 30 years of financial services industry experience, Chris founded Vesta Fortuna Wealth Management in 2022. Before establishing this independent wealth advisory firm, he was a founding partner at CFG Wealth Management since its inception in 2005.

Chris specializes in helping employers, business owners, and participants get the most out of their retirement plans. What really drives him is seeing a participant on track to their financial goals while easing the burdens of employers’ administrative and fiduciary requirements. Chris earned his bachelor’s degree in political science from Oregon State University and graduated from the Wharton School’s Executive Program in Retirement Planning. As an Accredited Investment Fiduciary® (AIF®), he possesses a thorough understanding of legislative issues, fiduciary best practices, and a commitment to the standards of investment fiduciary excellence. What this means for our clients is there are no propriety products; instead, no-nonsense, straightforward advice is given to all plan participants.

Chris believes in bettering the community and the people living in it. He and his wife, Kirsten, are active in the local community, regularly giving their time and talent to organizations such as Habitat for Humanity, MercyCorps International, Catholic Charities, and Special Olympics.

Chris, Kirsten, and their three children love time off in sunny locations, Hawaii being the favorite. An avid cook and wine enthusiast, Chris loves preparing French meals for his friends and family and is on a lifelong quest to find that perfect bottle of red for less than $25.

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Mike Anderson

Advisor

Mike joined Commonwealth Financial Network® in June 2004. He spent the prior 12 years at another broker/dealer, establishing investment, insurance, retirement, and estate planning tools and best practices.

Mike is a CFP® professional, which assures clients of a background and training in financial planning with a commitment to objectivity in every client relationship. He received a BS in business management from Oregon State University in 1980.

Much of his spare time is spent on “honey-do” projects, and he enjoys reading, running, gardening, playing golf, and actively participating in his church and community. 

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Brianna
 

Brianna Taylor

Client Services Coordinator

Brianna's versatile career spans both corporate and non-profit sectors, fueled by her unwavering passion for making a positive impact. Her current role at Vesta Fortuna exemplifies her commitment to helping others.

With a solid foundation in the insurance industry, Brianna has successfully navigated various roles, including marketing, claims, and underwriting. Her active Property and Casualty insurance licenses in Oregon and Washington attest to her expertise in this field. Simultaneously, in the non-profit realm, Brianna serves as the Volunteer Director for a medical non-profit dedicated to delivering healthcare to underserved communities.

What truly sets Brianna apart is her unwavering dedication to exceptional customer service. Her customer-centric approach significantly contributes to Vesta Fortuna's high levels of customer satisfaction and effective communication. 

Outside of her professional life, Brianna cherishes moments with her husband and two daughters. She's not only a devoted family person but also a passionate volleyball player and coach. Reading and fostering new connections with people are among her other interests.

Kirsten
 

Kirsten Goetz

Customer Relationship Specialist

With extensive experience as a nonprofit leader, Kirsten Goetz is excited about the potential for Vesta Fortuna Wealth Management to be more involved in our community. Most recently, the Sr. VP for Development at Special Olympics Oregon, Kirsten assists Vesta Fortuna in making sure that the client experience runs efficientely as well as Vesta's community outreach and engagement.

Kirsten has lead teams at Habitat for Humanity, Special Olympics Oregon, Catholic Charities, Danner/LaCrosse Footwear and Jesuit High School. She is passionate about serving our community and has worked and advocated for affordable housing, immigrant rights, homeless services, and inclusion for individuals with intellectural disabilities. She knows how to build and manage highly effective teams across sales, customer service, and fundraising.

Kirsten is married to Vesta Fortuna founder Chris Goetz and is a devoted mother to their three children. She is an avid reader, walker, and volunteer for school activities. With Chris and their children, Kirsten loves traveling, finding new recipes, and reading. 

Our Extended Team of Professionals

Our affiliation with Commonwealth Financial Network® offers us access to teams of advanced planning specialists and retirement professionals to help us better serve your financial planning needs. Use the buttons below to learn more about our support teams.

Administrative Services

At Vesta Fortuna, our commitment to our clients is unwavering. Behind the scenes, we partner seamlessly with a seasoned team of professionals through Commonwealth's cutting-edge VA OnDemand Program.

What does this mean for you? It means that while you experience our dedicated, client-first approach firsthand, we have a powerhouse of support ensuring every aspect of your financial journey is handled with the utmost efficiency and precision. Our Vesta Fortuna advisors and staff work hand in hand with Commonwealth's virtual administration experts, who excel in paperwork processing, streamlining new account openings, and executing money movement requests flawlessly.

Rest assured, when you choose Vesta Fortuna, you're not just getting a personalized relationship with our office staff. You're also tapping into the extensive knowledge and resources of Commonwealth Financial Network's experienced team. Your financial aspirations deserve nothing less than the highest level of customer service, and that's exactly what you can expect from us, backed by the dedicated professionals at Commonwealth