Broker Check
Bonnie-Clare Kunath, CLU, ChFC, CASL

Bonnie-Clare Kunath, CLU, ChFC, CASL

Financial Advisor

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.