Jackie Fontana, CFP®Posted on
Over the past 15 years, Jackie has enjoyed a diverse global career in financial services and business development. Jackie’s primary focus is helping her clients grow their assets so they can live their best lives while they plan to achieve crucial life goals, such as education and retirement funding, or planning life’s adventures.
Jackie began her career in private wealth management, serving with Sanford Bernstein and Deutsche Bank in the Los Angeles area. This was followed by a successful stint in Melbourne, Australia working in executive recruitment for Robert Half International. Most recently, Jackie served with the Institute of International Finance, managing key relationships with prominent senior banking executives across Europe and Asia.
Jackie is a Certified Financial Planner™ practitioner, holds a Bachelor of Arts Degree from University of California Davis, and a Master’s of Arts in International Affairs from American University. Jackie and her husband Eric have three boys and reside in Silver Spring, Maryland. Outside of work, Jackie is an outdoor enthusiast who is passionate about travel and cheering for her boys at swim meets.