Paul Bonapart Email & Phone Number
Firm president and independent financial advisor @ Financial Planning Securities
Paul Bonapart's Location
Corte Madera, CA, US
Paul Bonapart's Work
- Firm president and independent financial advisor @ Financial Planning Securities
- Investment Advisor Representative @ Commonwealth Financial Network
Paul Bonapart's Education
- Fi360 - AIF®
Accedited Investment Fiduciary (AIF®) (Fiduciary Responsibility)
2010 - 2010 - University of San Francisco
Doctor of Law (JD) (School of Law)
1984 - 1987 - University of California, Berkeley
Bachelor of Arts Degree (American History (United States))
1977 - 1981
Paul Bonapart's Skills
- Insurance
- Investment Properties
- Strategic Financial Planning
- Investments
- Investment Management
- Financial Advisory
- Wealth Management
- Wealth Accumulation
- Wealth Preservation Planning
- Estate Planning
Paul Bonapart's Summary
Paul Bonapart, based in Corte Madera, CA, US, is currently a Firm president and independent financial advisor at Financial Security Planning Services, Inc., bringing experience from previous roles at Commonwealth Financial Network. Paul Bonapart holds a 2010 - 2010 Accedited Investment Fiduciary (AIF®) in Fiduciary Responsibility @ Fi360 - AIF®. With a robust skill set that includes Insurance, Investment Properties, Strategic Financial Planning, Investments, Investment Management and more, Paul Bonapart contributes valuable insights to the industry. Paul Bonapart has 2 emails on RocketReach.
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