PATRICK FONTANA, CFP®
CPFA, FOUNDER, FONTANA FINANCIAL PLANNING
WEALTH ADVISOR, RJFS
WEALTH ADVISOR, RJFS
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.
Growing up in a military family, Patrick became an All-American tennis player at Missouri’s Truman State University where he graduated Cum Laude with a Bachelor of Arts degree in Business Administration in 1994. Upon graduation, Patrick played professional tennis for more than a year. Next, he attended Baylor University where he received a Masters of Science degree in Education in 1997 and was the assistant coach of the Men’s Tennis Team (2004 National Champions). His last six hours of graduate school was an internship with the Professional Golf Association (PGA) at the Four Seasons Resort and Club – where he spent three years as a tennis professional.
Patrick launched his career in financial services with Smith Barney in 2000 and joined Merrill as a Financial Advisor in 2008. Today, it’s not surprising that Patrick is the club champion at Brookhaven Country Club where he, his wife, Yvonne and their three children live on the golf course. Patrick enjoys watching his children perform and compete, playing golf and snow skiing. He still plays tennis almost every day (at 6 am) at Brookhaven.
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.
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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