About David Fontaine
David Fontaine, CFP®
Financial Advisor & Founder
(305) 386-7638
David Fontaine, CFP® is the Founder of Fontaine Retirement Group and a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience. He specializes in holistic retirement planning, including tax strategies, estate...
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Lorena G. Núñez
Client Service & Operations Manager
Lorena G. Núñez is the Client Service & Operations Manager at Fontaine Retirement Group. She is responsible for helping other members of the team, as well as clients, with solving problems, setting up new accounts, answering...
Sofia Parets
Client Service & Marketing Coordinator
Sofia Parets serves as the Client Service & Marketing Coordinator at Fontaine Retirement Group, where she specializes in client relations, marketing initiatives, and coordinating educational events.
Katie Abreu Diaz
Client Service Specialist
Katie Abreu Diaz is a Client Service Specialist at Fontaine Retirement Group, where she supports the team through a wide range of responsibilities that help ensure smooth operations and meaningful client engagement. Currently pursuing...
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