Kalani Fontana Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.


Advisors

Laura Fontana

Laura Fontana

Private Wealth Advisor

Visit Laura Fontana's website
Paul Kalani

Paul Kalani

Financial Advisor

Visit Paul Kalani's website

Team

Katie Reynolds

Katie Reynolds

Registered Client Service Associate

Qualifications

  • Bachelor of Sicence, University of Delaware
  • Series 7
  • Series 66
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Franny Visalli LaRosa

Franny Visalli LaRosa

Registered Client Service Associate