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PATRICK FONTANA, CFP®

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Patrick Fontana smiling with hands folded behind back in front of a brick wall wearing a black polo shirt

PATRICK FONTANA, CFP®

CPFA, FOUNDER, FONTANA FINANCIAL PLANNING

WEALTH ADVISOR, RJFS

Mission

For affluent clientele, Patrick provides customized wealth management strategies and personalized attention – guiding successful entrepreneurs and business owners, medical and legal professionals, real estate and other executives in pursuing financial goals they’ve set for themselves and their families.

For those in their prime income-earning years, Patrick is committed to educating them on risk and aligning their desire to build and preserve wealth and minimize taxes.

According to Patrick, “I see my role as encouraging clients to take a long-term view of their assets. The right allocation for clients who are years from retirement, for example, requires an emphasis on equities. I show them how important it is to invest without emotion. Fall in love with your spouse, not your investments.”
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