Paul S. Bonapart, JD, RFC - Founder and President Paul personally works with all clients of the firm. Paul grew up in Sausalito and Mill Valley, attended the local public schools (including Tamalpais High School, where he served as student body president), and earned a Bachelor of Arts degree in Intellectual and Economic History from the University of California, at Berkeley. He later received a Juris Doctorate from the University of San Francisco.
Before establishing the firm at the end of 1992, Paul worked at American Express as a personal financial planner. In addition to having provided financial advisory services to clients since 1990, Paul has a broad range of experience in related fields, including foreign exchange brokerage, worker's compensation, federal contract law, and labor and employment discrimination law.
Paul maintains a FINRA (Financial Industry Regulatory Authority) General Securities registration through Commonwealth Financial Network® and a State Agent's license. Paul is licensed with the State of California Department of Insurance (License Number 0808412) to offer and evaluate life, health, disability, long-term care, and variable insurance policies. Paul is also a member of the International Association of Registered Financial Consultants (IARFC).
Paul lives in Mill Valley with his two teenage children. His hobbies include speedwalking, yoga, hiking (especially on Mount Tam), tennis, gardening, and spending time with his kids. Paul is a life member of the Tamalpais Conservation Club www.tamalpais.org.
Linda Blakemore Lam - Special Projects Coordinator
Linda works primarily with Paul on assignments that require particular project or computer modeling skills. Linda's education includes a BS in Finance from Syracuse University and an MBA in Marketing from Columbia University. Her professional experience includes work as a financial analyst with the First Boston Company, a financial consultant with PG&E, and a personal financial planner with American Express/IDS. Linda also works as the Associate Director of Candidate Education for the CFA Society of San Francisco. Linda enjoys traveling and spending time with her husband and two children. She served as a past president of the Mill Valley Parent Teacher Association.
Alan D. Bonapart - Estate Planning Consultant to the Firm
Alan Bonapart recently retired as a partner in the law firm of Bancroft & McAlister LLP. Since 1959 Alan's legal practice has emphasized estate and trust planning and administration for people with substantial net worth.
Alan was a certified specialist in probate, estate planning and trust law by the Board of Legal Specialization of the State Bar of California in from 1991 until 2008 and has served as a member of the Advisory Committee of the Philip E. Heckerling Institute on Estate Planning of the University of Miami School of Law. Alan has been a Fellow of the American College of Trust and Estate Counsel since 1968.
Alan's community involvement includes serving as a member of the Board of Directors of The Myrtle V. Fitchen Charitable Trust and chairman of the Planning Commission of the City of Sausalito from 1996-1997. Alan has been included in Naifeh & Smith's The Best Lawyers in America, Estates, since 1987. Alan is also listed in Who's Who in America and Who's Who in American Law.
Alan attended City College of San Francisco (A.A., 1949), the University of California at Berkeley (A.B., 1951) (Phi Beta Kappa), and Boalt Hall School of Law, at the University of California at Berkeley (J.D., 1954). Alan's published articles include “Estate Planning and Women: Consciousness Raising for Estate Planners,” 8 University of Miami Institute on Estate Planning, Ch. 10 (1974) and “California's Revised Uniform Principal and Income Act—Advising Individual Fiduciaries,” 21 University of Southern California Tax Institute 503 (1969). Professional memberships include the Marin County Bar Association, The State Bar of California (Member, Committee on Administration of Justice, 1966-1972, Estate Planning and Trust Law Section), The American Bar Association (Member, Real Property, Probate and Trust Law Section), The American College of Trust and Estate Counsel, and the International Academy of Estate and Trust Law, 1976-1995.
Helen S. Bonapart - Family Communications & Behavior Consultant to the Firm
Helen Bonapart works in private practice in Mill Valley. Helen's practice emphasizes family systems and other issues of behavioral psychology.
Helen graduated with a master's in social work from the University of California at Berkeley in 1956. She is a Board Certified Diplomate in Clinical Social Work and a Licensed Clinical Social Worker.
Helen has had over 25 years of experience as a medical and clinical social worker for social agencies and institutions before she started her private practice two decades ago.
|
