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Fonte Financial Advisors

Clarity for Your Financial Future

Financial planner in Denver, CO (show on map)

Fonte Financial Advisors is a private wealth management firm in Carlsbad, CA and Denver, CO, specializing in comprehensive wealth management and post-divorce transition management.

Call (303) 800-6060
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Fonte Financial Advisors website

About

Fonte Financial Advisors was founded in 2015 by Justin Reckers and Sandi Bozanic to serve individuals and couples navigating financial transitions. They specialize in helping people navigate transition — a time of beginnings, ripe with opportunity to take financial control of their life. F

onte develops options and strategies for complex financial decision-making and lifestyle changes then guides clients through a fully informed decision-making process toward financial independence. They are fiduciaries offering fee-based services with no commissions.

Founded in 2015 by Justin Reckers and Sandi Bozanic
Fee-based — no commissions or compensation from third parties
Fiduciary standard of care
Specialize in divorce financial planning and post-divorce transition
Independence from corporate interests
Featured in Wall Street Journal, CNBC, and other major media

Services

Comprehensive Financial Planning

Full private wealth management combining Investment Management and Financial Planning Services.

Investment management Financial planning Lifestyle management Post-divorce transition Strategic planning

Post-Divorce Transition Management

Specialized services for individuals who have completed the financial negotiations of a divorce. Investment management, life insurance, taxes, cash flow management and estate planning.

Post-divorce finances Cash flow management Investment management Life insurance Estate planning

Investment Management

Carefully crafted investment plans with risk tolerance assessment and well-diversified, cost and tax-efficient investment solutions.

Risk tolerance assessment Diversified portfolios Tax-efficient investing

Retirement Preparation

Long-term projection and Monte Carlo analysis, Social Security Planning, Employer and Self-Employed Plan Maximization, Accumulation and Distribution Planning.

Monte Carlo analysis Social security planning Plan maximization Distribution planning

Tax Planning

Crafting tax management strategies that keep clients on course with overall goals.

Tax management strategies Tax efficiency

Estate and Legacy Planning

Trust and Estate strategies to maximize gifting and tax efficiencies, charitable giving and philanthropic counseling.

Trust strategies Estate planning Charitable giving

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER (CFP)
Certified Divorce Financial Analyst (CDFA)
Certified Public Accountant (CPA)
Registered Investment Adviser

Frequently Asked Questions

What makes Fonte Financial Advisors different from other financial advisors? +

Fonte is independent from corporate interests — they do not have shareholders or corporate executives setting limitations. They maintain a fiduciary standard of care and are fee-based, meaning their clients are the only ones who pay them. They do not accept commissions or compensation from brokerage firms, banks, investment managers or mutual fund companies.

What is the Fonte System Map? +

The Fonte System Map is their comprehensive services approach covering Lifestyle Management, Tax Planning, Investment Management, Retirement Planning, Insurance Planning/Risk Management, Dependent Care/College Planning, Estate and Legacy Planning, Concentrated Stock Planning, Real Property Planning, and Small Business Planning.

What are Justin Reckers' credentials? +

Justin Reckers is a CERTIFIED FINANCIAL PLANNER and Certified Divorce Financial Analyst. He is a graduate of The Ohio State University and has been featured in the Wall Street Journal, CNBC, and many other media outlets. He served as Chairman of the Board of Trustees for the Pacific South Coast Chapter of the National Multiple Sclerosis Society.

Does Fonte work specifically with divorce situations? +

Yes, Fonte specializes in divorce financial planning and post-divorce transition management. Their sister company Wellspring Divorce Advisors has helped hundreds of men and women start the divorce journey and come out successful. Fonte is dedicated to supporting those who have completed the separation process.

Contact Fonte Financial Advisors

Fonte Financial Advisors
Category
Financial planner
Wheelchair Accessible
Call (303) 800-6060

Location

Location of Fonte Financial Advisors, 501 S Cherry St Ste 1100, Denver, CO 80246 · View on Google Maps

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Get in Touch

Ready to work with Fonte Financial Advisors?

Reach out today to schedule a consultation.

(303) 800-6060

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