Silicon Valley Chapter: Coming Soon!

For questions, please contact the Silicon Valley Chapter Head, Amanda Bonomi, below. 


 

Amanda Bonomi | Certified Financial Planner

SECURITIES AMERICA, INC. | WWW.SECURITIESAMERICA.COM
ABONOMI@SECURITIESAMERICA.COM | (408) 725-0639

About: Amanda M. Bonomi has been in the financial services industry since 2007. She has built her business almost exclusively through trusted referrals.

Amanda graduated from UC Santa Barbara in 2000 with honors and a Bachelor of Arts in Psychology. From there, she attended Stanford University to get her PhD in Educational Psychology. After realizing academia was not the right path for her, Amanda left Stanford with a Master’s in Education and made a big life change. Her next steps were becoming an Enrolled Agent, going through the Certified Financial Planning program at UC Santa Cruz Extension, and becoming a CFP® in 2010. She is an Accredited Investment Fiduciary and also has her Series 7, Series 63, and insurance license. She has her Master’s in Financial Planning with an emphasis in Taxation from Golden Gate University.

Amanda’s passion is working with families and helping them achieve their dreams. This is based on her love of her own family, made of her husband, two daughters, and three cats and wanting to have all of their dreams come true (with a bit of focus and hard work). She wants to help other people and their families through her desire and love for her family. Some current favorite activities are traveling, attending sporting events, and volunteering at her daughters’ school.

Specialties: Amanda’s practice focuses on families in the Silicon Valley who would like a holistic approach to financial planning and investment management. When creating plans and advising clients, she takes all aspects of the client’s life into thoughtful consideration and uses all relevant information in creating a plan. Her goals are to help her clients not only dream big, but to create the path and guide them to achieve those big dreams.

Connect: Contact Amanda at abonomi@securitiesamerica.com or at (408) 725-0639, or visit her website below!