For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where I come in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—I have the tools and background to provide the services that may fit your needs.My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
I offer standard tax preparation and accounting services, as well as comprehensive investment planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals.
Since childhood, Bonnie Buhnerkempe has adored the most comforting food of all: chocolate. Enter her office, and you’ll notice different varieties of chocolates. But it’s not merely great chocolate that draws East Bay professionals to Bonnie’s office. It’s financial planning. This See’s candy connoisseur puts decades of tax planning and financial experience together to pursue sweeter futures for her clients.
Education: Bachelor of Science, Calif. State University, HaywardEnrolled AgentCFP
Exams: 6-Investment Company and Variable Contracts Products Representative Qualification Exam, 63- Uniform Securities Agent State Law Examination, 65- Uniform Investment Adviser Law Examination, 7 - General Securities Representative Exam
States: AR, CA, HI, ID, MS, NV and OR. CA Insurance License Number- ODO6806DRE Number- 01332185
InsuranceLicense: Life only, A&H, VariableStates: CA
AdvisoryLicense: Investment Advisor RepresentativeStates: CA,License: Advisory Solicitor
Job Title Financial Advisor
Phone ( 925) 855-0829
Fax (925) 855-0844