Fontana Financial Planning is proud to support the mission of Legacy Christian Academy. Our firm is comprised of fellow Christians who strive to integrate biblical values into the financial planning process and everyday life.
Patrick Fontana, founder of Fontana Financial Planning, is the proud parent of two Legacy Christian Academy High School students. Brooke and Dillon have been embraced by the Legacy family. You can find Brooke taking part in the school’s theater production and on the cross country team. Dillon enjoys going to the gym every day.
We have curated resources that we believe will be helpful for the families at LCA below.
You can also request a free copy of Patrick’s upcoming book, “Faith, Patience, Discipline: A Coach’s Gameplan for Winning at Money and Life” by submitting your information below.
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The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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