David Bonebrake, CFP®

David Bonebrake, CFP®

Registered Representative & Financial Advisor

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Phone: 541-868-3800
Fax: 541-485-0755
Mobile Phone: bonebraked
E-mail:

David Bonebrake has been working in the financial services industry since July of 1998. His areas of focus include

  • Financial behavior modification to help clients achieve their goals
  • Personal Financial Planning
  • Retirement plans for small businesses
  • Financial strategies for small businesses
  • Asset allocation
  • Savings and investments

Education

David earned his B.S. from the University of Oregon, in Eugene Oregon.  David has completed the Certified Financial Planning Certification Curriculum through the American college in Bryn Mawr, PA. 

Affiliations:

The Financial Planning Association of Mid Oregon
PO Box 1452, Eugene, OR 97440
Eugene Rotary, Fellowship Co-Chair

Licensing:

David has comprehensive training in financial planning & investments.  He has all licenses and registrations required to transmit business, including Financial Industry Regulatory Authority, Inc. (FINRA) registration & state securities and insurance licenses and insurance.  He is registered as an investment advisor representative of Securities America Advisors, Inc. Licenses, registrations and certifications 

 
Designations:
CFP®
 
Licenses:                                                 
Series 24                                                     
Series 63
Series 66
Series 7
Variable Annuity
Variable Life
 
 
 
License type                States Registered

Insurance          CA #0E26414, ID, OR, WA, WY

Securities          AK, AZ, CA, CO, ID, MA, NV, OR, TX, WA, WY

Advisory            AZ, CA, CO, OR, TX, WA

Personal

Married to Mande May. Mande and David have a daughter, Hailey, born May 6th 2005.

David has two grown sons.

     Joseph Bonebrake, June 3rd, 1981.  Joseph is married to Margarita and they have a daughter born September 11th, 2003 

     Michael Bonebrake, November 24th, 1982.

David enjoys carpentry, fishing and travel                                      

Personal Statement: I enjoy helping clients achieve their financial objectives.  I believe I do well by helping my clients establish and execute a financial plan that enables them to achieve their great goals in life.