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portrait of Sarah E Fontanez
FINANCIAL ADVISOR

Sarah E Fontanez

AAMS™
80 Gravel Pike, Unit A, Red Hill, PA 18076opens in a new window
CallSend Me a Message

About Sarah

I have been with Edward Jones for 16 years. My husband, David, and I have four children: Joshua, a freshman at Drexel; Adelaide, a sophomore in high school; Aurelia, a third-grader; and Aspen, age 4. I am passionate about community involvement, frequently participating in local events and festivals. On the weekends, you can find us at our flatbread pizza restaurant, Yards.

I am dedicated to community service and an active member of several organizations, including the Upper Perkiomen Women's Group, Upper Perkiomen Rotary Club, Upper Perkiomen Chamber of Commerce and Upper Bucks Chamber of Commerce. Additionally, I co-chair the LEAP Committee.

My...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable investing
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Business Retirement Plans

Work History

  • Edward JonesMarch 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Soccer
  • Spending Time with Family
  • Community Outreach
  • Skiing
  • Social Responsibility

Team Members

  • Kimberly Brown
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(267) 612-3185

Fax

(855) 341-9572

Office Address

80 Gravel Pike
Unit A
Red Hill, PA 18076opens in a new window

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