Title: Founder and Chief Executive Officer
Company: Fontana Financial Services LLC
Location: Pittsburgh, Pennsylvania, United States
Tony Fontana, Founder and Chief Executive Officer at Fontana Financial Services LLC, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in Finance.
Mr. Fontana, an esteemed professional in the financial sector, established Fontana Financial Services in Pittsburgh, Pennsylvania, in 2023. A foremost retirement planning firm, he specializes in developing tax-free and tax-efficient retirement plans, providing personalized and comprehensive guidance to clients to ensure the success of their financial futures.
As a financial planner, Mr. Fontana works with retirees and those planning for retirement in the near future by developing strategies to provide them with income throughout their retirement years. He also hosts educational workshops at various venues, including Pennsylvania State University, to give insights into retirement planning. Moreover, Mr. Fontana manages all other marketing efforts and is adamant about continuously refining his expertise to maintain a competitive edge.
Leveraging his success and background in finance and real estate investing, Mr. Fontana understands the importance of financial security. Before launching his firm, he was a financial services professional at Advisors Excel LLC from 2017 to 2023. Earlier in his career, Mr. Fontana was the director of operations at Dynamo Geospatial Solutions LLC between 2013 and 2017. He also garnered success as a general manager for Westwood Heat Treated Lumber Corporation from 2009 to 2010 and as a real estate investor and mentor at Pittsburgh Metro for over a decade, beginning in 2003.
Mr. Fontana’s journey into real estate investing was made possible by the inheritance he received from one of his grandparents. After acquiring several properties, he continued developing a diverse portfolio that primarily included rental properties and flips. At the onset of the economic turndown in 2008, he pivoted.
Mr. Fontana is highly qualified in his field. He holds an insurance license in 30 U.S. states and a Series 65 securities license. He also completed the Power of Zero Premium Agents Program. Mr. Fontana is presently pursuing credentials to become registered as an IRA health specialist and certified chartered financial consultant. Besides his education, Mr. Fontana remains at the forefront of his industry through memberships in the Society for Financial Awareness and the National Social Security Advisors Group.
Besides his work-related endeavors, Mr. Fontana enjoys being active in his community. Since 2016, he has been affiliated with the East End Cooperative Ministry, volunteering as part of the organization’s kitchen staff and taking on other duties. He also generously donates to his church and is heavily engaged in youth sports by hosting a soccer futsal camp for young athletes and funding a venue at All American in Monroeville, Pennsylvania, for a six-hour sports camp.
Mr. Fontana attributes his success to his empathetic nature. He particularly enjoys helping clients needing assistance, especially those negatively impacted by a previous financial advisor who steered them in the wrong direction. Getting them back on track is very fulfilling.
Excited about the future of Fontana Financial Services LLC, Mr. Fontana intends to achieve significant growth in the coming years by expanding beyond Pittsburgh and into multiple other cities. Eventually, he envisions becoming a national brand recognized for providing retirees with the best tools and guidance available, including premier, tax-free and tax-efficient retirement planning services as a trusted source for money management.
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