David Bonebrake

David Bonebrake

David Bonebrake, CFP®, AIF®

David Bonebrake has been working in the financial services industry since July 1998. David believes wholeheartedly that everyone has creativity to share with the world. His mission is to help you get past what’s in your way—especially when it comes to money—so you can bring forth your beautiful creative work. His areas of focus include the following:

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

David obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2006. He completed the CFP® certification curriculum from The American College in Bryn Mawr, Pennsylvania, in 2004. In 1995, David earned his BS from the University of Oregon in Eugene. David has also earned the credential of Accredited Investment Fiduciary®.

David has a wonderful daughter who was born in 2005. He also has two grown sons and two grandchildren. David is very committed to the health and welfare of his family—and to families in general. He enjoys fishing, travel, and carpentry. Before he became a financial planner, he worked as a home builder who built craftsman-quality homes. David has a special interest and ability in working with clients to establish and execute a financial plan that can help you bring your financial needs and goals to life for you and your family.

Licensing

David has comprehensive training in financial planning and investments. He has all licenses and securities registrations required to transmit business, including Financial Industry Regulatory Authority, Inc. (FINRA), registration and state securities, and insurance licenses. David is registered as an Investment Adviser Representative of Commonwealth Financial Network.®

Registrations

  • Series 7
  • Series 24
  • Series 63
  • Series 66
  • Series 99
  • Variable annuity
  • Variable life

License Type and States Registered

  • Insurance CA #0E26414, OR, WA, WY
  • Securities AK, AZ, CA, CO, HI, KS, MI, OH, OR, TX, WA, WY
  • Advisory OR, TX

Affiliations

  • The Financial Planning Association of Mid Oregon
  • Rotary International, Eugene Rotary Member

David Bonebrake is proud to have been recognized as a Business Experience advisor for 2023—a distinction based on annual production that places him among the top 55 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients