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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Bonnie Buhnerkempe

Financial Advisor

(925) 855-0829

(925) 855-0844

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.

Bachelor of Science, Calif. State University, Hayward
Enrolled Agent

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- ODO6806
DRE Number- 01332185

License: Life only, A&H, Variable
States: CA

License: Investment Advisor Representative
States: CA,
License: Advisory Solicitor

States: CA