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Cfp® Breton Bonnette
Senior Vice President/Investments - Stifel
Cfp® Breton Bonnette is a Financial Advisor with expertise in risk management and income generating strategies for retirement planning. He is part of the multi-generational Bonnette Wealth Management Group, bringing over 50 years of collective experience. Breton holds Series 7 and 66 licenses, as well as life/health insurance licenses. His specialties include equity investments, variable annuities, option strategies, portfolio analysis, 401(k) plans, and small business plans. He is skilled in tailoring risk management strategies to align with each client's preferences and holds the Chartered Retirement Planning CounselorSM designation. Breton is dedicated to helping clients prepare for retirement by ensuring reliable income streams. Apart from his financial expertise, he is also passionate about soccer.