Michael Fontanini
About Michael Fontanini
Vice President of Advanced Planning and Design
Michael Fontanini holds the position of Vice President of Advanced Planning and Design. In this role, he specializes in developing sophisticated life insurance solutions tailored for high-net-worth individuals and business-owner clients. Fontanini leads a dedicated team of five advanced case design consultants, ensuring they deliver top-tier financial planning and product solutions. His leadership and specialized knowledge contribute significantly to the firm's strategic approach in serving their clients' complex financial needs.
Education and Certifications
Michael Fontanini earned a Master of Taxation (MT) degree and an Estate Planning Certificate through the Graduate Tax Program at Villanova University, which includes both the Charles Widger School of Law and the Villanova School of Business. Additionally, he holds the designations of Certified Financial Planner® (CFP) and Chartered Life Underwriter® (CLU), which highlight his extensive expertise in financial planning and life insurance. Furthermore, he is registered with FINRA and holds Series 7 and 26 licenses.
Professional Background
Before his current role, Michael Fontanini worked with several life insurance companies, gaining experience in personal financial planning, life insurance product development, and advanced markets. His broad professional background has equipped him with a comprehensive understanding of the financial and insurance industries. Throughout his career, he has played significant roles in enhancing service delivery and developing innovative financial products to meet the specific needs of varied client bases.
Committee Memberships
Michael Fontanini is actively involved in several professional committees. He is a current member of the Wealth Transfer Committee and the Estate Tax Working Group Committee for Finseca. These roles involve contributing to discussions and policies related to wealth transfer and estate taxation, advocating for industry advancements. Previously, he served as a member of the Advanced Sales Committee for LIMRA, where he was involved in shaping sales strategies and practices concerning advanced life insurance products.
Residency and Personal Background
Originally from Des Moines, Iowa, Michael Fontanini now resides in Austin, Texas. His relocation reflects a personal and professional journey that spans several stages of his career in the financial planning and life insurance sectors. This move to Austin aligns with his current professional commitments and personal life, allowing him to leverage his expertise in a new locale while maintaining ties to his roots in Iowa.