Our Team

Held to the highest standards

The Fontana Financial Difference

We understand our client’s aspirations and genuinely partner with them to reach their intended goals.

Our Approach to Creating a Personalized Plan

WE SIMPLIFY THE COMPLEXITIES OF FINANCIAL PLANNING BY BREAKING IT INTO 3 SIMPLE STAGES: GOALS, PLAN, PORTFOLIO.

As you get to know us, we’ll work to understand your goals. What are you investing for and how much is enough? With that information, we will create a personalized plan, and design a portfolio with proven historic returns you need over long-term horizons. Goals, Plan, and Portfolio.

We simplify the complex because it’s purely a matter of faith, patience, and discipline.

Patrick Fontana, CFP®

CPFA, Founder, Fontana Financial Planning Wealth Advisor, RJFS

Michael Dunham, CFP®

Director of Planning, Fontana Financial Planning Wealth Advisor, RJFS

William Skelton

Client Service Associate

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