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.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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.
