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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.
12240 Inwood Road, Suite 450 Dallas, TX 75244 | (214) 400-1001
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Dallas Wealth Advisors and Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.
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