BAY AREA WEALTH MANAGEMENT GROUP - Key Persons
David Bonn has been serving clients since 2007. He specializes in working with young families and professionals, helping them build their careers and financial futures. He is a graduate of California State University, Hayward (B.S. Corporate Management).
David moved to Danville with his family in 1986, where he still resides with his four year old son Rylan. He enjoys playing intramural sports and spending weekend quality time with his son.
Donn has a BA in Economics from North Carolina State University and has served clients in the Bay Area since 1980. He earned his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College, Bryn Mawr, PA in 1987. He has served on the Board of Directors of the Society of Financial Service Professionals and the Stanford University Men's Golf Club.
His goal is to help families, professionals and business owners build and preserve their net worth. He has the skills, knowledge and experience required to help meet his clients' established goals. Donn loves being a lifetime resource for each and every client.
Among his specialties are the following: Retirement Strategies, 401k's and Profit Sharing Plans, Personal Insurance, Business Succession, Asset Allocation Strategies, Mutual Funds, Variable Products, Estate Conservation Strategies and Executive Benefit Strategies.
In his spare time, Donn has coached junior golf for over 30 years. He is currently head girls golf coach at Castilleja School in Palo Alto. He also hosts golf clinics for his clients and is the author of "Outwit the Yips - Proven Tips to Trick Your Golf Mind."
He enjoys being a walking scorekeeper for the Stanford Men's and Women's Golf Teams, and is an avid fan of the SF Giants, 49ers and Warriors.
Donn and his wife, Sara, a Psychiatric and Family Nurse Practitioner, have lived in Belmont since 2006. They have two grown children and two grandchildren, love international travel, fine art, gourmet food and wine. Donn is passionate about photography and tending to their Japanese style gardens at home.
Harry Bonn has been servicing clients since 1971.He is a graduate of Kent State University (B.S. 1968). Harry earned his CLU®(Chartered Life Underwriter®) designation from the American College. He has also received a ChFC® (Chartered Financial Consultant®) designation from the American College in 1987. He has served as President of the National Association of Insurance and Financial Advisors' (NAIFA) Mount Diablo chapter and has been active member of NAIFA for 48 years and is a Lifetime Member of the Million Dollar Round Table® *.
Harry and his wife Sherry moved to Danville in 1986. His three children are all graduates of Monte Vista High School. Harry is a past President of the Kiwanis Club of the San Ramon Valley, a service organization dedicated to supporting the San Ramon community through volunteerism and individual grants.
Job Titles:
- Administrative Support Manager
As an Administrative Support Manager, Jaimie is ready to deliver excellent customer service for all firm advisors and their clients. Graduating from California State University, Chico, Jaimie comes with an academic background in psychology and a professional background in finance. Having been in the financial industry for 5+ years, she joined us from MassMutual. While at MassMutual Jaimie supported dozens of financial advisors and managed business operations across a variety of roles. Her goal is to continue to help Bay Area Wealth Management Group grow into a household name for all financial needs. She values open communication and strives to be a resource that others can come to for support.
Here are some fun facts about Jaimie: She loves to be outdoors and has a goal this year to do 21 hikes in 2021. Jaimie also participates in a local kickball league and spends the remainder of her free time creating custom décor, shirts, etc.. you name it, she can create it! Jaimie looks forward to meeting and interacting with you and helping you as you work alongside our advisors.
Jon grew up in the Midwest in Cincinnati, Ohio before getting his B.A. at the College of Holy Cross in Worcester, Massachusetts. After graduating, Jon moved to California to pursue a year of domestic service with AmeriCorps before beginning his career in Financial Services.
Eleven years later, Jon continues to build his practice. He has been involved with leading retirement seminars at some of the top companies in the Bay Area and enjoys helping his clients create and adopt a plan to reach all their financial goals. Jon focuses on translating dense "financial mumbo jumbo" into simple words and concepts that his clients can understand and take action on.
Jon is proud to serve as a board member for the Marin nonprofit Integrated Community Services. Since 1994, ICS has built relationships that create an inclusive community for people with disabilities in Marin County. It is a cause close to Jon's heart.
Job Titles:
- Administrative Support Manager
Marilyn comes to Bay Area Wealth Management Group with an extensive background in education, administrative policy and organizational management. She began her professional career as a reading specialist and elementary classroom teacher. After many years in the classroom, Marilyn returned to her studies in higher education, pursuing her doctorate in Administrative Policy and Planning. Since then, Marilyn has worked professionally as a researcher and manuscript editor. Though new to the world of finance, she looks forward to using her administrative and organizational background to assist clients, colleagues and the whole of the Bay Area Wealth Management Group.
When she's not working, Marilyn enjoys spending time with her family, watching Oakland A's baseball and working with dogs. She is certified in canine behavior assessment and canine and feline first aid and CPR.
Job Titles:
- Financial Professional Registered Representative
Michael G. Tate (Mike) has been in the financial services industry for 28 years. He is a graduate of the University of California, Berkeley and holds postgraduate degrees from Indiana University Bloomington.
Mike began his career with Cigna Financial Services, San Francisco, CA in 1986. His practice specializes in retirement design, portfolio management, estate planning, and wealth transfer.
Mike is very active in community service with an emphasis on educational outreach. He has served as mentor to the Eastside Academy, Palo Alto, and plans to continue his support for college bound youth programs in the Bay area.
Nikolai earned his Bachelor's Degree at UC Davis and his Master's Degree at the University of Illinois. Nikolai began his career in the securities and financial services industry in 2010. He earned numerous distinctions and awards in his first few years as an advisor for his service to his clients. He is currently pursuing his Certified Financial Planner designation.
Nikolai is focused on educating his clients and those around him on all financial matters, big and small. He has also instructed many retirement and financial planning courses at Fortune 500 companies and small businesses throughout Northern California. He currently lives in Berkeley with his wife and two sons.
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.
Over my 39 years in the financial services industry I have taught Retirement Education Workshops to Fortune 1000 Bay Area Companies and helped hundreds of individuals and families with their financial priorities.
Job Titles:
- Wealth Manager, Investment Advisor Representative
Sanjay earned his bachelor's degree in engineering from the M. S. University of Baroda in India. His early career was in Software and Information Technology.
Sanjay and his wife Shikha have lived in the Bay Area since 1994 and moved to Pleasanton in 2000. They raised their two kids, Shailin and Sachin, in Alameda, Lafayette and Pleasanton. Sanjay's family includes two little grandkids, Leo and Lara.
He started working in securities and financial services in 2009, and has worked with individual clients and small businesses to help them with their financial goals.
He believes in educating his clients to help them make better decisions regarding their financial future. He enjoys being an always ready resource for his clients.