Bonnie Mangold is a financial advisor with a nationwide financial planning practice. She attended Colby College, and after studying law at William & Mary, Bonnie was a financial services litigator at a global law firm. Building upon her experience in law, Bonnie specializes in providing personalized, strategic advice to help clients identify and avoid potential obstacles that may exist on the path to achieving their financial goals. In her financial advising practice, Bonnie provides comprehensive financial planning services in which she creatively leverages a variety of financial products and services to proactively address each client’s individualized insurance, investing, savings, tax-efficient strategies, education planning, and retirement planning needs. By utilizing a goal-based approach to financial planning, Bonnie ensures that her clients’ intentions have been understood and their needs are being addressed head-on.
As an expert in her field, Bonnie is regularly invited to speak about the various aspects of financial planning. She educates groups across the country on fundamental financial planning topics, including saving for big financial goals, investing, retirement planning, managing student debt, and more. Bonnie’s writing has been published by SheMD, a blog for women physicians. Her article is titled, “The Resident Starter Pack: 3 Critical Pieces of Financial Planning for Resident Physicians.” Finally, in addition to her personal practice, Bonnie is the co-founder of Continuum University, a training academy for new financial advisors. Bonnie lives in Chicago, IL with her husband and 1-year old daughter.