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, Hayward
Enrolled Agent
CFP
Licenses:
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
Insurance:
License: Life only, A&H, Variable
States: CA
Advisory:
License: Investment Advisor Representative
States: CA,
License: Advisory Solicitor
States: CA