Doug Bonaquist - San Francisco Office

San Francisco, CA

Verified Identity

Partner at

Cerity Partners

Years of Experience

25 years

Average Client Size

$1,000,000

Member Since

2025

Allow Me to Introduce Myself

Doug Bonaquist is a Partner at Cerity Partners, where he helps prospective clients thoughtfully evaluate and select the services and financial counselors best suited to meet their needs. With more than 30 years of experience in the financial services industry, Doug brings a deep understanding of wea...

Clientele

Business Owners

Corporate Executives

High Net Worth Individuals

Ultra High Net Worth Individuals

Retirees

Inheritors

Services Provided

Tax Planning

Investment Management

Retirement Planning

Financial Planning

Specialties and Expertise

Portfolio Construction

Tax Minimization Inv...

Wealth Accumulation ...

Business Ownership Strategies

High Net Worth Planning

Retirement Income

Credentials and Designations

CFP®

Certified Financial Planner™

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CFA®

Chartered Financial Analyst®

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Pricing Models

Flat FeeAUM

Disclosures and Proof of License

SEC Profile

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