Joel Bonnema is the founder and owner of Bonnema Wealth Management, LLC. He has been advising individuals, families and business owners with their wealth management needs for over 25 years.
Before starting Bonnema Wealth Management, Joel spent 17 years as an integral member in helping Miller Russell & Associates, Inc. (M/R) grow into one of Southwest's largest independent wealth management firms. During his tenure he opened the San Diego office which included managing the San Diego Symphony Pension, chaired by Nobel Laureate Dr. Harry Markowitz who won the Nobel Prize for Modern Portfolio Theory (MPT). Prior to his time at M/R, Joel spent seven years with Charles Schwab & Co., Inc. in various positions including Regional Manager of Advisor Services in Southern California and Arizona. Joel is a CERTIFIED FINANCIAL PLANNER™(CFP®). Joel received a Bachelor of Science in Economics from California State University, Long Beach in 1986.
In addition to serving clients in Arizona and California, Joel and his wonderful wife Racquel, spend their time enjoying all the splendor of the Southwest including golf, tennis, surfing and competing in triathlons (Racquel only!).