Fontana Wealth Management of Raymond James

  • Financial Services
  • Investments/Securities
  • Retirement Planning/Investment Securities
  • Wealth Management
  • Financial Planning
  • Estate Planning, Wills & Trusts, Probate
350 Main Street
Suite 5
Bedminster, NJ 07921
(908) 470-4203
(855) 577-4395
(908) 470-4099 (fax)
Hours:
Monday Through Thursday
830am to 430pm
Friday 830am to 4pm
855.577.4395 FL or NJ


About Us

Throughout his 32-year career as a financial professional, Rick Fontana has realized immense satisfaction in facilitating the financial independence of his clients by focusing on their unique needs read more
  • About

    Throughout his 32-year career as a financial professional, Rick Fontana has realized immense satisfaction in facilitating the financial independence of his clients by focusing on their unique needs and specific goals. He takes great pride in the fact that he is instrumental toward attaining success in those goals.

    Rick maintains a strong background in investment selection, particularly fixed-income investments, asset allocation strategies and value-oriented stock selection, and wants his clients invested appropriately for their risk tolerance. He believes it is vital they have realistic expectations for returns. His expertise, while inclusive of investments, extends to those financial matters and events that impact the lives of his clients. His objective is to deliver a well-designed, superior long-term financial planning experience while managing it from inception to beyond its implementation.

    Rick was born in Newark and grew up in the Nutley-Montclair area of northern New Jersey. He lives in Bridgewater, New Jersey, and Punta Gorda, Florida, with his wife, Karen. They have two children, Zachary and Kenneth. In his free time, Rick enjoys sailing, playing guitar and performing in benefit concerts for charitable organizations.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  • Highlights

    • Client-first service model
    • Clearly defined consultative process
    • Advanced planning technique
    • Multigenerational client relationships
    • Account access and virtual meetings available using advanced technology
  • Media

  • Whom to Contact

    • Rick Fontana
      Certified Financial Planner, Senior Vice President, Investments
      Phone: (908) 470-4203
    • Alison R Meyer
      Senior Registered Service Associate
      Phone: (908) 470-4203
      Fax: (908) 470-4099
  • Directions

    For either our office at 122 Nesbit St, Suite 112, Punta Gorda, FL or 350 Main St, Suite 5 Bedminster NJ Please contact us for directions.