Our Qualifications
Joseph J. Fonte has been in the financial services industry for more than 25 years. He has designed qualified retirement plans since 1988 and became President of 401(k) Plan Solutions, Inc. in January 2006. He was awarded the Certified Retirement Plan Specialist (CRPS) designation by the College for Financial Planning and holds the following licenses:
- Life & Health Insurance, California License #0722614
- Variable Annuities
- Series 6
- Series 63
- Series 65
Joseph can be reached at joseph.fonte@401kplansolutions.com
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