About David Fontaine David Fontaine, CFP® (305) 386-7667 (305) 386-7638 firstname.lastname@example.org David Fontaine, CFP, is the Founder of Fontaine Retirement Group. He is responsible for designing financial strategies for his clients and creating essential processes for the operational side of the firm. His specialties include tax planning, estate planning, retirement, investments, Social Security, Medicare, and insurance protection planning. With a background in banking, David entered into the financial services industry in 2000. He currently holds his Series 7, 24, 66, 51 securities licenses, his Life, Health and Variable Annuity licenses, and is a CERTIFIED FINANCIAL PLANNER professional. As a well-known financial educator and respected author in South Florida, David has contributed to a number of industry publications, and appeared on the Miami-Dade County public access channel program, “Let’s Talk Retirement.” An independent fiduciary, David most enjoys helping his clients achieve a comfortable and active retirement with planning solutions that put their needs first. David’s classes and seminars on retirement and financial management have been widely attended by current employees, retirees and pre-retirees of Miami-Dade County, AT&T, FPL, Beckman-Coulter, Graybar Electric Company and the University of Miami to name a few.Outside of the office, David spends time with his daughter, Natalie and his son, Ryan. His hobbies include playing soccer, running, biking, going to the beach, and cheering on the Miami Heat. Lianne Lopez Client Service Associate 305-386-7667 305-386-7638 email@example.com Lorena G. Núñez Client Service Associate firstname.lastname@example.org Lorena G. Núñez is the Client Services Assistant 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 questions, arranging meetings, and carrying out an array of other administrative tasks. Lorena has over 15 years of proven customer service experience in the banking and financial services industry. She earned her Bachelor of Business Administration in Finance and International Business and felt drawn to a career in financial services. Having the opportunity to work in a team environment that is simultaneously challenging and rewarding, is the reason why Lorena can’t imagine pursuing a career in any other field. When she isn’t working to help improve the financial lives of her clients, Lorena enjoys cooking, baking, reading, and spending time with her friends and family. More than anything else, she is passionate about traveling the world. The opportunity to discover a new place, a new language, a new culture, and new currency, inspires her to be more relaxed and to truly live in the moment. Despite her personal and professional obligations, Lorena always finds time to give back to her community. Over the years, she has donated both her time and resources to various non-profit organizations. Currently, Lorena serves as a volunteer to help the elderly at Easter Seals, and fosters homeless pets through Animal Services.Lorena is not registered with SagePoint Financial, Inc.