Michael

Michael Fontanini, MT, CFP, CLU is Vice President of Advanced Sales and Design with Lion Street, Inc. He works with the Star Financial team to provide insightful, objective and actionable advice to clients. He seeks to understand clients’ current circumstances and their short and long-term goals that drive or influence expectations. Michael 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). Michael is 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 not affiliated with Osaic Wealth and cannot provide financial advice.