Patrick  Fontana,  CFP<sup>&reg;</sup> - Financial Advisor

Patrick Fontana, CFP®

Founder

Fontana Financial Planning

12240 Inwood Rd STE 450
Dallas, TX 75244-8089
FINANCIAL ADVISOR'S WEBSITE
(214) 400-1001 CONNECT WITH Patrick
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General

Patrick Fontana is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fontana Financial Planning in Dallas, TX and the surrounding communities.

Financial Advisor Overview

We Simplify the Financial Plan to and Actionable One Page Plan

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Financial Advisor Experience

Experienced Financial Planning Firm - We Simplify the Complex

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Real Estate, Succession Planning

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Helpful Financial Planning Resources