Bonnie is a Senior Associate 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.
Bonnie earned her Master of Science degree in Financial Planning from Golden Gate University and her Bachelor of Science degree in Business Management Economics from the University of California at Santa Cruz. She is a Chartered Financial Consultant® (ChFC®) and an Enrolled Agent. Bonnie is also pursuing her Certified Financial Planner (CFP®) certification.
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