Douglas A. Boneparth

CFP®, AIF®, MBA
Personal Finance, Retirement, Investing
0
Answers
17
Articles
“As NYC's Financial Advisor for Millennials, Young Professionals and Entrepreneurs, Douglas A. Boneparth equips his clients with the tools they need to approach today’s economic realities and succeed.”
Firm:

Bone Fide Wealth, LLC

Job Title:

President | Financial Advisor

Biography:

Early in his career, Douglas A. Boneparth became one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the country. In 2016, he was named to the InvestmentNews Top “40 Under 40”* and to CNBC's Digital Financial Advisory Council in 2018. He is also the co-author of The Millennial Money Fix (Career Press 2017), which helps Millennials learn the reasons for their financial challenges and provides the mechanics for their solutions. He serves 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.

Douglas has helped his 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 his diverse book of business, he noticed a gaping hole in the industry: advice for Millennials, his peers.  So while everyone else was chasing old money to invest, Douglas started finding young people to invest in.

To bring financial literacy and empowerment to Millennials, Douglas conducts speaking engagements across New York City, including at the NYU School of Law and NYU Stern School of Business, and with partner organizations such as Experian, SoFi and CommonBond. He is active in w!se, a New York City non-profit that teaches financial life skills to high school students. Douglas is a leading media source on Millennial finance, appearing on CNBC’s On The Money and Nightly Business Report, ABC’s World News Tonight and Good Morning America and Cheddar, as well as in The New York Times and The Wall Street Journal, among many others. Visit the press page for access to his featured videos and articles.

Education:

BS, Public Relations, University of Florida
MBA, Finance and Management, NYU Stern School of Business

Assets Under Management:

$70 million

Fee Structure:

Fee-based

CRD Number:

4790408

Disclaimer:

Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency. Review our Terms of Use: www.commonwealth.com/termsofuse.html. 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. 212-390-1161 | 7 World Trade Center, New York, NY 10007. The annual “40 Under 40” project spotlights 40 dynamic honorees, all under age 40, who were selected from a pool of approximately 800 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future. This recognition is not indicative of the advisor’s future performance and your experience may vary. For more information, visit www.investmentnews.com.

All Articles
July 2018
    Financial Planning, Lifestage Based Planning
July 2018
    Personal Finance, Financial Planning
June 2018
    College Tuition, Debt
June 2018
    Personal Finance, Financial Planning
May 2018
    Taxes, Income Tax

No Answers Posted