Patrick Fontana, CFP®
Founder at Fontana Financial Planning- Claim this Profile
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Bio
Spencer Chaffin
I have been fortunate enough to work with Patrick regarding protecting people's assets for the future by establishing an estate plan for his clients. His knowledge for growing and protecting assets for individuals is incredible and it shows based on his clients' trust in him.
Jeffery J.
I recommend Patrick Fontana in the highest regard. He is first of all a top notch individual. He is a family man and a man of the world. He simply thinks of others first. Additionally he is the best financial guy I've ever met. Having worked in large corporations and interacting with financial people daily Patrick is a huge asset. He has a knack for being technically excellent while communicating with clients intelligently and patiently. I am proud to call him by business associate but more proud to call Patrick my friend.
Spencer Chaffin
I have been fortunate enough to work with Patrick regarding protecting people's assets for the future by establishing an estate plan for his clients. His knowledge for growing and protecting assets for individuals is incredible and it shows based on his clients' trust in him.
Jeffery J.
I recommend Patrick Fontana in the highest regard. He is first of all a top notch individual. He is a family man and a man of the world. He simply thinks of others first. Additionally he is the best financial guy I've ever met. Having worked in large corporations and interacting with financial people daily Patrick is a huge asset. He has a knack for being technically excellent while communicating with clients intelligently and patiently. I am proud to call him by business associate but more proud to call Patrick my friend.
Spencer Chaffin
I have been fortunate enough to work with Patrick regarding protecting people's assets for the future by establishing an estate plan for his clients. His knowledge for growing and protecting assets for individuals is incredible and it shows based on his clients' trust in him.
Jeffery J.
I recommend Patrick Fontana in the highest regard. He is first of all a top notch individual. He is a family man and a man of the world. He simply thinks of others first. Additionally he is the best financial guy I've ever met. Having worked in large corporations and interacting with financial people daily Patrick is a huge asset. He has a knack for being technically excellent while communicating with clients intelligently and patiently. I am proud to call him by business associate but more proud to call Patrick my friend.
Spencer Chaffin
I have been fortunate enough to work with Patrick regarding protecting people's assets for the future by establishing an estate plan for his clients. His knowledge for growing and protecting assets for individuals is incredible and it shows based on his clients' trust in him.
Jeffery J.
I recommend Patrick Fontana in the highest regard. He is first of all a top notch individual. He is a family man and a man of the world. He simply thinks of others first. Additionally he is the best financial guy I've ever met. Having worked in large corporations and interacting with financial people daily Patrick is a huge asset. He has a knack for being technically excellent while communicating with clients intelligently and patiently. I am proud to call him by business associate but more proud to call Patrick my friend.
Credentials
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Certified Financial Planner
CFP BoardMar, 2012- Nov, 2024
Experience
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Fontana Financial Planning
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United States
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Financial Services
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1 - 100 Employee
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Founder
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Dec 2020 - Present
Founder, Fontana Financial Planning Wealth Advisor, RJFS Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Advisor, Senior Vice President
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Dec 2008 - Dec 2020
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Citi
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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May 2000 - Dec 2008
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Four Seasons Dallas
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United States
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Hospitality
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1 - 100 Employee
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Head Tennis Professional
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May 1997 - May 2000
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Education
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1995 - 1997
Baylor University
Master's Degree, Sports Management -
1990 - 1994
Truman State University
Bachelor's Degree
Community
