Michael Fontanini, Mt, Cfp®, Clu®
About Michael Fontanini, Mt, Cfp®, Clu®
Michael Fontanini serves as Vice President of Advanced Sales and Design at Lion Street, where he specializes in creating life insurance solutions for high net worth clients. He holds multiple designations, including Certified Financial Planner® and Chartered Life Underwriter®, and has extensive experience in the life insurance industry.
Work at Lion Street
Michael Fontanini has served as Vice President of Advanced Sales and Design at Lion Street since 2013. In this role, he focuses on developing sophisticated life insurance solutions tailored for high-net-worth clients. He leads a team of five advanced case design consultants, ensuring the creation and execution of advanced sales and product training initiatives. His efforts aim to enhance individual life insurance sales within the organization.
Previous Experience in Financial Services
Prior to his current position, Michael Fontanini held various roles in the financial services industry. He worked at Prudential Financial as Assistant Director of Advanced Sales Training for nine months in 2013. He also served as a Product Specialist at Phoenix Life Insurance Company from 2005 to 2009 and as a Financial Planner at New England Financial from 2003 to 2005. His experience includes a role as Manager of Training and Sales Programs at Saybrus Partners and as Assistant Director of Advanced Sales Training at The Hartford from 2010 to 2013.
Education and Expertise
Michael Fontanini earned a Master's degree in Taxation from Villanova University, where he also obtained an Estate Planning Certificate. He studied at The University of Iowa Tippie College of Business from 1997 to 2001. He holds the Chartered Life Underwriter (CLU®) and Certified Financial Planner® (CFP) designations, demonstrating his expertise in life insurance and estate planning. Additionally, he has earned a Master of Taxation (MT) degree.
Professional Affiliations
Michael Fontanini is an active member of the Wealth Transfer Committee and the Estate Tax Working Group Committee for Finseca. He has also been a former member of the Advanced Sales Committee for LIMRA. His involvement in these committees reflects his commitment to advancing knowledge and practices in the fields of estate planning and wealth transfer.
Licenses and Registrations
Michael Fontanini is registered with FINRA, holding Series 7 and Series 26 licenses. These registrations allow him to operate in various capacities within the financial services industry, further enhancing his ability to provide comprehensive financial planning and insurance solutions.