Bristol Private Wealth Management of Raymond James

About

For the past 42 years 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. We take pride in managing over $316 million in client assets as of 03/08/2023. Rick lives in Punta Gorda, Florida, and maintains a condo in Bridgewater NJ 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. 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.