We’ve built an exceptional team to benefit our valued clients.
The FBB Difference
FBB Capital Partners is comprised of experienced professionals whose primary goal is to meet the long-term planning objectives of our clients. Together we share a mutual passion for helping our clients grow and sustain their hard-earned wealth.
Each FBB client is served by a dedicated Portfolio Manager who becomes a core member of the client’s financial team.
Through dedicated teamwork — as true financial partners — we aim to exceed the expectations of our valued clients.
Team Approach to Exceeding Client Expectations
Financial Advisor Jackie Fontana Outlines FBB Capital Partners’ Team Approach to Exceeding Client Expectations
Jackie Fontana, CFP®, is a certified financial planner and Associate Portfolio Manager at FBB Capital Partners. FBB is a Fee-Only Wealth Management Firm that assists clients with financial planning, investment management, and retirement planning.
Check out the FBB Firm Overview and reach out to us with any questions you might have.
Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FBB is engaged, or continues to be engaged, to provide investment advisory services.
Definition of Designations
CFA - Chartered Financial Analyst
The CFA® Charter is a globally recognized, graduate-level investment credential. Earning it demonstrates a commitment to professional ethics and expertise with the broad range of skills needed in the investment profession. Each CFA® must have a minimum of four years of experience in the industry prior to a rigorous course of study followed by a six-hour exam.
CFP® – Certified Financial Planner
The CFP® certification is a voluntary certification recognized for its high standard of professional education in the areas of insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, estate planning, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients. Certificants have passed a ten-hour exam and complete 30 hours of continuing education every two years.
CPA – Certified Public Accountant
Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA.
CAIA – Chartered Alternative Investment Analyst
The CAIA® is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments and requires over 200 hours of study and two exams.
CDFA® - Certified Divorce Financial Analyst
CDFA® professionals use financial planning principles to assist clients facing divorce. They provide the client and attorney with data analysis that shows the financial effect of any given settlement. They become part of the divorce team and provide support on financial issues.
*Please Note Limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FBB is engaged, or continues to be engaged, to provide investment advisory services.
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If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.