About Us

Bonnie-Clare Kunath, CLU, ChFC, CASL BACK

Bonnie-Clare Kunath, CLU, ChFC, CASL

Financial Advisor
Phone: (919) 341-1777
Fax: (919) 954-1545

Professional Focus


  • Intergenerational Legacy Planning

  • Retirement Income Strategies

  • Risk Management Planning

  • Wealth Preservation Strategies



    Education

  • BS Business Administration, Cum Laude Boston College, Chestnut Hill, MA

  • Chartered Financial Consultant (ChFC) American College, Bryn Mawr, PA

  • Chartered Life Underwriter (CLU) American College, Bryn Mawr, PA

  • Chartered Advisor for Senior Living (CASL) American College, Bryn Mawr, PA



    Experience

  • Chartered Financial Consultant

  • Equitable Advisors 2007- present

  • Sandwich generation: Caring for my Mom 1996-2005

  • Phoenix Companies 1993-1996 (Allmerica 1984-1993)



Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: OI27029

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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