Paul S. Bonapart, JD, RFC, AIF®

Paul S. Bonapart, JD, RFC, AIF®

Founder and President

Paul personally works with all clients of the firm. Paul grew up in Marin County, 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®).

In 2016, Paul was chosen to be one of a select group of 15 financial advisors across the country to serve on the Commonwealth Advisory Council. Since 2009, Paul has been a member of the Excellent Investment Advisors Study Group.

Paul raised two children who are now college graduates. 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.tccmarin.org).