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Fontana Financial Planning

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About Fontana Financial Planning

Fontana Financial Planning in Dallas, TX, led by Patrick Fontana, CFP and Michael Dunham, CFP, offers specialized tax, charitable, estate, and retirement planning. Our approach focuses on simplifying financial complexities, emphasizing personalized service with Raymond James' leading technology. Catering to clients with $1M+ in assets, we prioritize smart investing and tax efficiency. Serving both local and out-of-state clients, we're committed to your financial success.

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12240 Inwood Road Suite 450, Dallas, TX 75244
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  • charitable planning
  • Estate Planning
  • Financial Planner
  • Financial Planning
  • Retirement Planning
  • Tax Planning
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Business Categories Estate Planning and Probate Attorney
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  • No. of Employees N/A
  • No. of Locations N/A
  • Year Founded 2024
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