Douglas A. Boneparth, CFP<sup>&reg;</sup> - Financial Advisor

Douglas A. Boneparth, CFP®

MBA

Financial Advisor | President

Bone Fide Wealth, LLC

7 World Trade Center, 46th Floor
New York, NY 10007
FINANCIAL ADVISOR'S WEBSITE
(212) 390-1161 CONNECT WITH Douglas
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General

Douglas Boneparth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bone Fide Wealth, LLC in New York, NY and the surrounding communities.

Financial Advisor Overview

Early in his career, I became one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the country. In 2016, I was named to the InvestmentNews Top “40 Under 40.”* I also serve as the CFP Board Ambassador for New York, educating the public about how financial planning with CFP® professionals can help people achieve their financial goals. There are only 50 certified financial planners honored with this distinction worldwide.

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Financial Advisor Experience

With more than 12 years of experience, I've helped my clients negotiate sales of businesses; establish legacies for future generations; purchase new homes; pay off debt and achieve financial independence. While servicing the needs of my diverse book of business, I noticed a gaping hole in the industry: advice for Millennials, my peers. So while everyone else was chasing old money to invest, I started finding young people to invest in.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, MD, NJ, NY, PA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources

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