Bonita Graff

Bonita Graff

CEO, Wealth Advisor

Phone: (920) 230-6898
Fax: (920) 230-6899
E-mail:
 

Bonita L. Graff, CPA

CEO, Wealth Advisor

Bonnie has been in the financial services industry since 1985. Bonnie works with individual clients, as well as businesses, in all facets of financial planning. She specializes in the areas of retirement planning, financial portfolio management, pre- and post-divorce planning and tax planning. Her accreditations include: Certified Public Accountant, General Securities Representative, and Registered Principal. Registrations are held through LPL Financial.

Bonnie holds a Bachelor of Arts Degree in Business Administration and Accounting. She is a member of the Wisconsin Institute of Certified Public Accountants, the Financial Services Institute (FSI) and the Financial Planning Association (FPA).

Bonnie’s passion for community involvement runs deep. She is Chair of the Board of Directors for the Oshkosh Area Community Pantry. She is a highly active member and a past president of, Oshkosh Noon Kiwanis. Bonnie is also a member of the Oshkosh Public Museum and the Oshkosh Humane Society. She has also been highly involved with the Meals on Wheels organization for over 20 years.