Fonte Financial Advisors
Clarity for Your Financial Future
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.
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.
Services
Comprehensive Financial Planning
Full private wealth management combining Investment Management and Financial Planning Services.
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.
Investment Management
Carefully crafted investment plans with risk tolerance assessment and well-diversified, cost and tax-efficient investment solutions.
Retirement Preparation
Long-term projection and Monte Carlo analysis, Social Security Planning, Employer and Self-Employed Plan Maximization, Accumulation and Distribution Planning.
Tax Planning
Crafting tax management strategies that keep clients on course with overall goals.
Estate and Legacy Planning
Trust and Estate strategies to maximize gifting and tax efficiencies, charitable giving and philanthropic counseling.