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Our financial advice team


Jane Fontaine

Jane Fontaine

CFP®, MS, ChFC®, CASL®, CLU®

Financial Advisor

EIS Wealth Management
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education

Interests

*Travel

*Hiking

*Golf

*Basketball

*Tennis

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • BS, Health, PE & Recreation, West Chester University, West Chester, PA 1971- 1974
  • MS, Psychology & Sociology of Sports, University of Maryland, 1975-1977

Previous experience

  • AXA Advisors, LLC, 1980-2018
  • The Equitable Life Assurance Society of the United States, 1980-2000
Newsletter

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Community participation

  • United Way of Marion County
  • Community Foundation of Ocala/ Marion County
  • Society of Financial Service Professionals
  • Past Member of the West Chester University Foundation
  • Marion County Estate Planning Council
  • Marion Senior Services