Bonnie Moseley   CFP®

Senior Associate

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Education: BA Business Administration - Texas A&M University

Biography: Bonnie has been working with investments since 1996 and brings extensive financial experience to her role as a Senior Consultant. She works with high net worth clients, providing financial planning advice and tax efficient investment strategies. Bonnie enjoys building successful client relationships with individuals, families and businesses in the San Diego area.
 
Bonnie received a Bachelor of Business Administration in Finance with an emphasis on investments from Texas A&M University. She has completed the Series 7, Series 63 and Series 65 security exams as well as the Certified Financial Planner designation. She is also a member of the San Diego Financial Planning Association.