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Our financial advice team


Garth Fondo

Garth Fondo

CFP®, MBA, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
The Fondo 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 28 reviews

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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Saving for Education

Interests

  • Enjoy spending time with my wife Alison and our three children, Ashley, Will, and Zach.
  • Fishing and boating with the kids
  • Attending my kids sporting events
  • Visiting my daughter at Tulane
  • Saltwater and fresh water spin and fly fishing
  • Sight fishing for Carp and Striped Bass
  • Boating

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, University of Vermont in Burlington, VT
  • Masters of Business, Boston College in Chestnut Hill, MA

Professional associations

  • Business Network International

Community participation

  • Demons Youth Ice Hockey coach
  • Take-A-Kid fishing participant