Bonita Bell-Andersen CLU, ChFC
Inspiring Success daily….
Born and raised in the beautiful Pacific Northwest, Bonita is passionate about helping clients plan for, and manage the financial aspects of investing. She specializes in planning and guidance for those who are just now developing a lifelong plan as well as those close to retirement. She helps clients make financial decisions to help them achieve the quality of life they desire!
She believes in serving clients with understanding and compassion. This is crucial while also bringing great attention to detail in the planning process. She holds a Bachelors of Art Degree in Communications from Washington State University and holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College.
Triad Wealth Management Inc works closely with an investment manager who understands the importance of helping families gain access to their financial goals, dreams, and freedom. With a long history of high investor expectations and above board ethical standards, long-term success is the investment strategy that is of paramount importance.
To gain full understanding and appreciation of the financial instruments and foundations available in structured investing, work with Bonita to guide and coach you through your financial needs and best present the options suited to your goals.
Summary of Qualifications:
For the past 20+ years, Bonita has been helping clients plan for, and manage the financial aspects of a lifelong financial plan. She is “fiduciary minded”, which means that a fiduciary is to act in the best interest of the client at all times when providing financial advice. She holds an insurance license for life and long term care planning as well.
CLU Professional Designation. The Chartered Life Underwriter © (CLU©) is a designation granted by the American College. This designation focuses on the insurance needs of individuals, business owners and professional clients.
ChFC Professional Designation. (Chartered Financial Consultant) The Chartered Financial Consultant© (ChFC©) is also granted by the American College. This deals with the advanced financial planning needs of individuals, professionals and small business owners. It reviews coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
Education:Graduated Cum Laude from Washington State University, Bachelor of Arts Degree, Communications.
Employment Experience:September 2014 – Present — President and CEO, Triad Wealth Management Inc., an independent registered investment advisory firm, focusing on being a fiduciary (putting the client’s needs FIRST) involving retirement investment and insurance, management and income planning; Series 65 licensed.
June 2009 – December 2014 Owner of independent financial practice in Spokane, WA. Offering a full range of insurance planning products as well as specializing in coaching on money matters.
January 2001 – May 2009 Financial Representative, Northwestern Mutual Financial Network & Northwestern Mutual Investment Services, Spokane, WA.
Rachel BonillaVP of Marketinginfo@www.triadwealth.net
Bachelor of Fine Arts in Film Production, Minor in Art at Chapman University in Orange, CA.
Rachel has been working in digital media and communications for 13 years. As a professional photographer, she started her own business, and learned the ropes of being an entrepreneur. Rachel has shot many weddings, portraits, events and commercial products. She has also maintained websites for multiple small businesses.
Rachel has a passion for nature, and loves adventuring outdoors whenever she can. She is a Rover Scout with the BPSA and youth leader in her family’s scout group. She also coordinates her children’s Art Literature program at their school and designs their school yearbook each spring.
Kimberly Langston-PetrickoExecutive Assistantinfo@www.triadwealth.net
Administrative Assistant Degree, Spokane Community College, Spokane, WA
Kimberly has over 30 years’ experience working with the public in different administrative positions. Kimberly was born and raised in California. She relocated to the Pacific Northwest in 1997 where she continues to raise her family. In her free time, Kimberly loves to sew and spend time with her children and 2 beautiful grandbabies.