Kalani Fontana Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Laura Fontana

Laura Fontana

Private Wealth Advisor

Associate Vice President
Visit Laura Fontana's website
Paul Kalani

Paul Kalani

Financial Advisor

Vice President
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