Bonnie O'Quinn, CFP®
Tell me more about Bonnie O'Quinn, CFP®?
Bonnie O'Quinn, CFP(r) is a highly experienced financial advisor with 29.1 years of work experience. She specializes in finance, investments, financial services, and financial advisory. Based in the United States, Bonnie is dedicated to helping clients achieve their financial goals and providing peace of mind through the ever-changing financial landscape. She is currently working at Red Reef Advisors LLC, RRA, where she provides expert advice and guidance to investors. Bonnie's expertise and dedication make her an invaluable asset to any financial team.
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About
My clients are intelligent and successful individuals who value their time and loved ones. Investment Management is important. Overall Wealth Management is so much more than money. Knowing and prioritizing goals and having an advocate to guide you provides peace of mind through an ever changing financial landscape. Ready to organize and take your financial life to the next level? Come join us!. © 2016 Red Reef Advisors LLC, RRA (an RIA), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. RRA will not accept purchase or sale orders via LinkedIn or its messaging systems. RRA is not responsible for content posted by third-parties. RRA does not provide tax or legal service – please consult a tax advisor. Any investments mentioned may not be suitable for all investors. Red Reef Advisors LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. For more information on any of the content listed above, go to RedReefAdvisors.com, or call your Red Reef Advisors financial advisor.
...See MoreWork Experience
Wealth Advisor
financial advisor certified financial planner™️
Investment Management
Bonnie O'Quinn, CFP®'s Professional Milestones
- financial advisor certified financial plannerâ (2013-10-01~2016-09-01): Providing comprehensive financial planning recommendations to maximize productivity and maximize client growth.
- financial advisor certified financial planner™️ (2016-09-01~): Provided tailored financial solutions to clients, maximizing their budgetary returns.
Skill
Finance
Investments
Financial Services
Financial Advisory
Analysis
Customer Service
Wealth Management
Retirement Planning
Public Speaking
Leadership
Commercial Lending
Financial Analysis
Certification
Colleagues
Other Named Bonnie O'Quinn, CFP®
Frequently asked questions
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We found 1 Bonnie O'Quinn, CFP®'s phone numbers
Bonnie O'Quinn, CFP® works for Red Reef Advisors, LLC
Bonnie O'Quinn, CFP®'s role in Red Reef Advisors, LLC is Wealth Advisor
Bonnie O'Quinn, CFP® works in the industry of Investment Management
Bonnie O'Quinn, CFP®'s colleagues are Denis Kalenja,Clark Troy, CFP®,Jesse Cordoba, CFP®, CIMA®
Bonnie O'Quinn, CFP®'s latest job experience is Wealth Advisor at Red Reef Advisors, LLC