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Biography

Bonnie is a Senior Principal in the San Francisco office, providing comprehensive financial planning and wealth management services for families in the Bay Area and beyond.

Prior to joining Cerity Partners, Bonnie was a Wealth Advisor at Worldview Wealth Advisors, working directly with individuals and families in the U.S. and abroad. Earlier in her career, she was an advisor with BlueSky Wealth Advisors and Lifestream Financial, where she gained knowledge to assist clients with all aspects of their financial lives, with special focus on company stock concentration, wealth and life integration, and philanthropy, which tend to be unique to professionals located in the Silicon Valley.

Learn more about my practice.

Education

  • Master of Science in Financial Planning, Golden Gate University
  • B.S. in Business Management Economics, University of California at Santa Cruz

Highlights

  • Chartered Financial Consultant®
  • Enrolled Agent
  • Pursuing a Certified Financial Planner (CFP®) certification

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.