Bristol Private Wealth Management of Raymond James

About

Since 1981 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 helping to attain success in those goals. He holds Series 7, 63, 65, life and health insurance licenses and is a CERTIFIED FINANCIAL PLANNER® practitioner. As a team we are managing over $490 million in client assets as of 06/02/2025. Rick lives in Punta Gorda, Florida, and maintains a condo in Bridgewater NJ with his wife, Karen. They have two children, Zachary Married to Samantha and Kenneth married to Kellyann, and 3 grandchildren. In his free time, Rick enjoys sailing, playing guitar and performing in benefit concerts for charitable organizations. Every client is different. Every client's needs are different. We need to be able to hear their goals and desires and together come up with a plan. Along the way we will modify the plan accordingly but always remember our goals.