Paul S. Bonapart, JD, RFC, AIF® – Founder and President
Paul personally works with all clients of the firm. Paul grew up in Sausalito and Mill Valley, attended 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®. Paul is also licensed with the State of California Department of Insurance (CA insurance license number 0808412) to evaluate and offer life, health, disability, long-term care, and variable insurance policies. Paul received formal training in investment fiduciary responsibility and earned the Accredited Investment Fiduciary® (AIF®) professional designation. He is also a member of the International Association of Registered Financial Consultants (IARFC®).
Paul raised two children who are now attending college. Paul's son is attending Pitzer College (one of the five Claremont Colleges) in Southern California, and Paul's daughter is attending Lewis & Clark College in Portland, Oregon. Paul lives in Mill Valley. His interests include biking and hiking—especially on Mount Tamalpais—gardening, and spending time with friends and family. 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.
Norine Castro - Client Service Specialist
Norine has over 20 years of experience in the financial industry, predominantly in the fields of insurance and real estate.
Norine offers a blend of sincerity, knowledge and professionalism in serving clients. Her communication skills and a "client first" mentality enables her to provide superior client service.
Norine has been a Marin resident for over 25 years. She is married and has two daughters who are graduates of St. Mary's College and UC Santa Barbara. Norine enjoys hiking, soccer, running with her Australian Shepherd dog, volunteering, spending time with family and friends, and enjoying a good laugh.
Susan Kendall, CPA, CFP®, founded Kendall Wealth Partners in Pacific Grove (located near Monterey) in 1992 after working in the accounting and tax professions since the early 1980s. Susan was one of the first Certified Public Accountants (CPA) in California to add financial services to her practice in 1996. In 2003, Susan chose to partner with Commonwealth Financial Network, which was already recognized as one of the preeminent independent broker/dealers in the United States. More information about Susan can be found on her website at www.kendallwealthpartners.com.
In 2007, Susan and Paul signed a continuity agreement to make sure that if anything happens to either one of them, the other’s office and team will be able to continue to serve any and all client needs that may arise and will be able to do so in a seamless and efficient manner. The alliance with Commonwealth ensures a continuity of back office, investment, and technological support.
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 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 to 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 (AA, 1949), the University of California at Berkeley (AB, 1951) (Phi Beta Kappa), and Boalt Hall School of Law at the University of California at Berkeley (JD, 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 and 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 more than 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.
Paul Bonapart is a Registered Representative and Investment Adviser Representative with/and offers securities through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Paul is also an Investment Adviser Representative of Financial Security Planning Services, Inc. a Registered Investment Adviser. Advisory services offered by Financial Security Planning Services, Inc. are separate and unrelated to Commonwealth.