Jane B. Fontaine, MS, CFP®, ChFC, CLU, AEP, CASL
Retirement Planning Specialist

Ms. Fontaine began her career in financial services in 1980, and has been providing financial services and products for  retirees, professionals and small business in North Central Florida since 1984, focusing on helping them to accumulate and protect personal assets.

Ms. Fontaine, who graduated Summa Cum Laude from West Chester University in Pennsylvania, and received her Master's degree from the University of Maryland, has made professional education a part of her career. She earned her Master's degree in Financial Services from the College for Financial Planning, and holds the advanced professional designations CLU, ChFC, CFP® . She also has completed the Retirement Planning Educational Specialization in the Advanced Studies Program from the College of Financial Planning, and has been designated as an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils. Most recently, she earned a Certificate in Retirement Planning for completing the course work for a Wharton Certificate in Retirement Planning*; and the Certified Advisor for Senior Living (CASL) designation from The American College in Bryn Mawr, Pennsylvania**.

Ms. Fontaine is a life member of the Million Dollar Round Table and has been a qualifying member of MDRT since 1981. Professionally, she is a member of the local, state and national Associations of Insurance and Financial Advisors; the National Association of Estate Planners; and the Financial Planning Association (FPA); the International Society for Retirement and Life Planning; and the Society of Financial Services Professionals. She received The Equitable Hall of Fame award in 1991 and the Regional Honor Associate in 2002. She has earned the Hallmark III award; Order of Excalibur (2004); the Distinguished Service Award (2005); and the Bronze Eagle Award annually since 2003.

Jane B. Fontaine offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and offers annuity and insurance products through AXA Network, LLC and its subsidaries. JBFontaine & Associates is not owned or operated by AXA Advisors or AXA Network. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's inital and ongoing certification requirements.

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania

**Professional designations of the American College

.