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<strong>We Work For You.</strong>

We Work For You.

Do you love chocolate? So does Bonnie Buhnerkempe!

Bonnie Buhnerkempe loves chocolate like you do. In the region that gave us Ghirardelli, she’s become the financial planner for a community of chocolate lovers – professionals who know what they like.

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<strong>Our First Priority? You.</strong>

Our First Priority? You.

Bonnie provides accounting, tax, financial services and investment planning services to individuals and businesses.
Retirement planning, education planning, risk management and so much more. She offers her clients a multi-faceted approach to address their growing financial needs.

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About Us

About Us

Years of experience have prepared us to guide you through life's transitions.

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Our Team

Our Team

Our advisors are ready to evaluate and support all your potential investments.

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Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin