ABOUT US

Bonfanti Investment Services, LLC

Bonfanti Investment Services, LLC was established in 2009 by Michael Bonfanti, CFP®, primarily serving East Baton Rouge and Ascension Parishes.  As one of the few fee-only investment advisors in the area, Bonfanti Investment Services, LLC offers no proprietary products, no commission or transaction based investment relationships and no complicated fee disclosures so you can be confident that our goals are aligned when we work together. We do not have sales quotas, bonuses or incentives for placing you in a particular investment.

Michael Bonfanti, CFP®

Founder and Financial Advisor at Bonfanti Investment Services, LLC
Michael was born in Baton Rouge. He is a graduate of Catholic High School and received his bachelor’s degree with a concentration in Finance from Louisiana State University in 2003. Michael has been a Financial Advisor since 2004. Prior to opening his own practice, Michael worked as a financial advisor for a Fortune 500 financial services firm for over 5 years.

Michael lives in Prairieville with his wife, Misty, and two sons, Andrew and Grey. He enjoys hanging out with his dogs, Toby and Marley, playing in the vegetable garden, and anything LSU sports.

Some of Michael’s accomplishments include:
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Graduate of Leadership Ascension 2012
  • Founding Member, Leadership Ascension Foundation (Chair 2017-2019)
  • 2011-2016 - APEX Chapter, Business Networking International
  • 2012-Present, Business Associates of Ascension (2014 President)
  • 2013-2015 Ascension Chamber of Commerce - Ambassador
  • 2013 Individual of the Year – Awarded by the Ascension Chamber of Commerce
  • 2014-Present, Estate & Business Planning Council of Baton Rouge
  • 2014-Present, Member of “The Greatest Rotary Club in the Known Universe”, East Ascension Rotary
  • 2015, 2016 - Top Producer, Ascension Chamber Total Resource Campaign
  • 2015-Present, Recording Secretary, Ascension Master Gardener’s Association
  • 2016-Present, Member, National Association of Professional Agents

CERTIFIED FINANCIAL PLANNER™

Almost any article you read on how to select a financial advisor will tell you to look for one with the CERTIFIED FINANCIAL PLANNER™ designation. The reason for this is simple; the CFP® marks indicate the advisor you are working with has the four E’s: Education, Examination, Experience, and Ethics.

To be considered a CFP® professional, Michael had to have over three years of work experience delivering financial planning services to clients prior to earning the right to use the CFP® certification trademarks. In addition, he had to pass exams covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance followed by the comprehensive CFP® Certification Exam.

Finally, CFP® professionals are bound by the CFP Board’s Standards for Professional Conduct and Code of Ethics. The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times. In short, CFP® professionals were fiduciaries before acting as a fiduciary became a buzz phrase for most other advisors.

OUR SERVICES

  • FINANCIAL PLANNING SERVICES
  • RETIREMENT PLANNING
  • EDUCATION EXPENSE PLANNING
  • ASSET MANAGEMENT
  • LIFE, DISABILITY, AND LONG TERM CARE INSURANCE
  • ANNUITIES