- Fontana Financial Services
Raised in a large family of Italian descent, heritage and relationships have always been essential to Tony. As a financial planner, he believes in treating clients as an extension of his family, providing the support and guidance clients need to work toward their financial goals.
Tony began his career as a real estate investor and taught hundreds of students the dos and don’ts of real estate investing at seminars. He quickly realized many people needed more in-depth help with their financial needs —- help they were not getting.
In 2017, Tony transitioned into retirement planning utilizing the same financial buffers he still uses at his firm, Fontana Financial Services, LLC, and as an IFW Certified Adviser. He regularly advises clients on the importance of de-risking their retirement by implementing volatility buffers, which help reduce the possibility of running out of money while retired and allow them to feel better about the decisions for themselves and their families.
When he’s not helping clients, Tony enjoys spending time with his two sons, helping them improve their soccer talents, and attending tournaments and weekly games. Tony also volunteers with East End Cooperative Ministry as a kitchen staff member. He also volunteers and regularly attends service at Amplify church.
LICENSES & ACCREDITATIONS
- Certified Financial Planner™ (CFP)
- Life, Accident & Health Licensed
- Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Income Planning
- Annuity Specialist
- Asset Protection
- Tax Free Income Strategies