Chad Hoener
Partner, Fontana Financial Planning
Wealth Advisor, RJFS
Chad Hoener is a partner at Fontana Financial Planning. As a financial planner, he believes in building lasting relationships with his clients, helping them achieve their financial goals while staying true to their values.
He specializes in providing goals based advice, retirement planning and wealth management – 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.
Growing up in a family where financial discussions were rare, he realized the importance of financial literacy early on. This inspired him to pursue a career where he could empower others to make informed financial decisions. As a former high school business teacher/soccer coach, he is able to simplify the complexity of markets and tailor wealth building strategies to each client’s unique goals.
He is blessed to be a husband to Melissa and a father to Coleman and Landon. Coleman is a University of Kansas graduate and Landon is excelling at the University of Utah. As a family, their fabric includes California, Illinois and Missouri. Now their family’s roots are here in Texas. They love the diversity of cultures, the dynamic food scene, and the Texas warm welcome.
Outside of work, he enjoys spending time with family, travel, golf, hiking, soccer, pickleball, and actively supporting local non-profits.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Fontana Financial Planning and Dallas Wealth Advisors are not a registered broker/dealer and is independent of Raymond James Financial Services.
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