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 planning, investments, Social Security, Medicare, and insurance solutions.
David entered the financial services industry in 2000 after beginning his career in banking, where he built a strong foundation in credit, interest rate cycles, and financial products. He holds multiple securities licenses (Series 7, 24, 31, 66, and 51), as well as Life, Health, and Variable Annuity licenses. Licensed in 15 states, David works with families across the United States.
Inspired by a mentor, David transitioned from American Express Financial Advisors to launch Fontaine Retirement Group. Today, his firm partners with Osaic Wealth and custodies assets primarily through Pershing, a subsidiary of Bank of New York Mellon, the world’s largest custodian bank.
David is proud that many of his earliest clients remain with him, a testament to his client-first approach and commitment to long-term relationships.
David is also a well-known financial educator and regularly hosts educational workshops across South Florida, including events at the University of Miami, Miami Dade College, and Nova Southeastern University.
When he’s not working with clients or speaking at events, David enjoys spending time with his three children, Natalie, Ryan and Joshua. He stays active through running, biking, golfing, going to the beach, and cheering on the Miami Dolphins and Miami Heat.