Bonnie is an experienced client advisor with a passion for helping clients remove boundaries in their journey to reach their financial goals. In addition, she leads our firm’s effort to continuously improve our overall client experience. Creating and safeguarding the space for clients to focus on themselves, she is skilled at disrupting the status quo and guiding clients to break unhealthy financial habits. Bonnie helps clients answer the technical questions and also to manage the emotional issues that can affect decision-making. Helping clients communicate what lies behind the stress enables us as advisors to focus on finding answers.
Prior to joining Worldview, Bonnie was a Wealth Advisor with LifeStream Financial Planning for over 6 years. Previously, she was a key operations administrator with Pensco Trust Company. Bonnie holds a B.A. in Business Management Economics from the University of California, Santa Cruz, and a Master of Science in Financial Planning (MSFP) from Golden Gate University. Through becoming an Enrolled Agent and holding a MSFP, Bonnie has demonstrated her deep knowledge of all aspects of wealth management, financial planning and tax strategies. Cooking is also a big part of her life, and after hours you will find her at Siam Lotus Thai Cuisine, her family’s restaurant in San Francisco. In her limited free time, she enjoys experimenting with different flavors and presentations of baked goods. She is based in our San Francisco office.