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David F
CFP®, Series 66
Miami, FL
OSAIC
David Fontaine is a CFP® with 26 years of experience in the financial industry, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. for eight years and has operated the Fontaine Retirement Group since 2010. In addition to his advisory work, Fontaine is a managing member of Fontaine Enterprises, LLC, and acts as an insurance agent for his independent firm, focusing on fixed annuities, life, health, and Medicare-related insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizes advanced asset-allocation tools, and offers access to third-party money managers and wrap programs.
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