A complete list of active advisors currently associated with Fonte Financial Advisors

Warmer can help you find a great advisor at Fonte Financial Advisors or one who fits your needs even better.

Fonte Financial Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations and pension/profit-sharing plans, and also provides retirement plan consulting to employer plan sponsors. Its client-facing services include discretionary asset management, comprehensive portfolio management, standalone financial planning, and ongoing retirement plan consulting for employer-sponsored plans. The firm builds tailored portfolios that may include individual stocks, bonds, ETFs, options, mutual funds and other public or private securities, and it monitors and rebalances portfolios periodically while engaging clients on risk tolerance and objectives. Investment selection and portfolio construction draw on a mix of fundamental, technical, quantitative and sector analyses, and the firm may implement strategies through third-party subadvisors and technology platforms. What is distinctive about this advisory practice is its engagement with corporate or business clients and its suite of corporate-focused consulting services — such as corporate tax planning, corporate-structure analysis and cost-segregation studies — alongside traditional wealth management. The brochure also discloses affiliations with separate divorce financial-planning businesses and a promotional arrangement with a subadvisory platform (clients may opt out), matters the firm documents as potential conflicts of interest.

To learn more about the advisors currently working at Fonte Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Justin Reckers	Carlsbad, CA	20

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