The experienced, professional staff at Bonebrake Financial Planning & Wealth Management has the knowledge and experience to help you pursue your financial goals. We are always ready to address your concerns and answer your questions.
David Bonebrake, CFP®, AIF®, CDFA
David Bonebrake has been working in the financial services industry since July 1998. His areas of focus include the following:
- Financial behavior modification to help clients achieve their goals
- Personal financial planning
- Retirement plans for small businesses
- Financial strategies for small businesses
- Savings and investments
- Asset allocation
- Divorce-related financial issues
David obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2006. He completed the CFP® certification curriculum from The American College in Bryn Mawr, Pennsylvania, in 2004. In 1995, David earned his BS from the University of Oregon in Eugene. David has also earned the credential of Accredited Investment Fiduciary® and Certified Divorce Financial Analyst.
David has a wonderful daughter who was born in 2005. He also has two grown sons and two grandchildren. David is very committed to the health and welfare of his family—and to families in general. He enjoys fishing, travel, and carpentry. Before he became a financial planner, he worked as a home builder who built craftsman-quality homes. David has a special interest and ability in working with clients to establish and execute a financial plan that can help you bring your financial needs and goals to life for you and your family.
David has comprehensive training in financial planning and investments. He has all licenses and registrations required to transmit business, including Financial Industry Regulatory Authority, Inc. (FINRA), registration and state securities, and insurance licenses. David is registered as an Investment Adviser Representative of Commonwealth Financial Network.®
- Series 7
- Series 24
- Series 63
- Series 66
- Series 99
- Variable annuity
- Variable life
License Type and States Registered
- Insurance CA #0E26414, ID, OR, WA, WY
- Securities AZ, CA, CO, KS, NV, OR, TX, WA, WY
- Advisory OR, TX
- The Financial Planning Association of Mid Oregon
- Rotary International, Eugene Rotary Member
David Bonebrake is proud to have been recognized as a Business Experience advisor for 2017—a distinction based on annual production that places him among the top 49 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Mande May has been working as the firm's operations manager and assistant to David since 2003. She handles all administrative work for the office, contacts clients and prospective clients, responds to client requests, assists in meeting preparation, and covers all form processing and any other office needs.
Mande earned her bachelor of landscape architecture from the University of Oregon in Eugene in 1995. She also earned a bachelor of science degree in horticulture from Montana State University in Bozeman in 1987.
Mande has one daughter born in 2005. Mande is interested in gardening, enjoying the great outdoors, and volunteering in her daughter’s school.
June 1995–November 2002, self-employed, Eugene, OR
Student Planner and Designer
September 1992–May 1995, U of Oregon Planning Office, Eugene, OR
Graduate Teaching Fellow
January 1992–December 1994, U of Oregon Landscape Architecture, Eugene, OR
Retail Sales Associate
April 1990–March 1992, Glenwood Nursery, Inc., Eugene, OR