Skip to main content

Our financial advice team


Laura Fontana

Laura Fontana

CFP®, ChFC®

Private Wealth Advisor

Associate Vice President
Kalani Fontana Financial Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 13 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Charitable Giving

Interests

  • I live in Historic New Castle with Steve and our animals
  • Volunteering to improve my local community
  • Enjoy hiking - best hike was in New Zealand
  • Biking locally and abroad
  • Sailing with the New Castle Sailing Club
  • Yoga
  • Atlantique, Fire Island, NY - great place to relax

Community participation

  • New Castle Community Partnership, Board Member - 2016
  • New Castle Sailing Club - Treasurer
  • New Castle Historical Society - Treasurer - Executive Committee
  • Faithful Friends - Volunteer with the pet therapy program and a supporter
  • Junior League of Wilmington - Sustainer, Whale of a Sale Co-Chair, June 2014-May-2015, Sustainer Advisor, June 2014-May 2015, Past President 2011-2012

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Wilmington University, Bachelor of Science, Business Management, Cum Laude 1994
Newsletter

to receive my newsletters and other financial and market information