David Fontaine, CFP®
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.