Bonnie Moseley is an Investment Advisor and CERTIFIED FINANCIAL PLANNER® professional with over 30 years of experience guiding individuals and families through seasons of their financial life and market cycles. Her career spans major brokerage firms including Charles Schwab and TD Ameritrade, as well as CPA and Investment Advisory firms.
Bonnie handles all aspects of financial, tax, and estate planning——from building financial foundations to growing wealth, retiring with confidence, and settling estates with care. Her fulfillment comes from working closely with each client, tailoring strategies in financial planning and investment management, as well as in her communications and delivery of advice. With Bonnie, there is no one-size-fits-all—every plan, and every portfolio, is as unique as the individual it serves.
She understands how to effectively deliver financial recommendations, as well as implement them efficiently for clients. She also works with different generations, understanding that with the advance of Artificial Intelligence and technology, we must embrace and be on the forefront in the investment world, but also respect the fact that many people prefer not to embrace technology as much as others.
A graduate of Texas A&M University with a BBA in Finance, she shares her passion for financial literacy as an instructor for TCU’s Extended Education program and speaks at events and programs in her community. She’s also been a guest on ESPN Radio as well as Real Talk San Diego.
Bonnie is a member of the San Diego Ninety Nines Women’s Pilot’s Organization and has volunteered with Angel Flight West and many others. She routinely does pro bono work for individuals and organizations.
Outside of work, Bonnie is a private pilot, a sailor and a single mom to a sweet and smart son. They embrace the outdoors—sailing, flying, fishing, and camping whenever they can. Whether in the skies or on the water, she finds joy in adventure and fulfillment in helping others lead efficient, effective financial lives.