Yale Club Insurance Study Group Zoom with Guest Speaker Michael Fontanini VP, Advanced Planning and Design, Lion Street

Michael Fontanini, MT, CFP®, CLU® is Vice President, Advanced Planning and Design with Lion Street, Inc., a national network of fiercely independent life insurance and wealth management advisors. Michael specializes in developing sophisticated life insurance solutions to meet the sophisticated needs of high net worth and business owner clients of the 190 Lion Street Firms nationwide and manages a team of four advanced case design consultants. Prior to Lion Street, his background consists of diverse experience with several life insurance companies in the areas of personal financial planning, life insurance product development and advanced markets.

Michael has earned a Master of Taxation (MT) Degree and Estate Planning Certificate through the Graduate Tax Program of Villanova University Charles Widger School of Law and Villanova School of Business, as well as the designations of Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). He is FINRA series 7 and 26 registered, a current member of the Wealth Transfer Committee and Estate Tax Working Group committee for the Association for Advanced Life Underwriting (AALU) and a former member of the Advanced Sales Committee for LIMRA.

Michael is from Des Moines, IA and currently resides in Austin, TX.