Our Belief System

We believe competent, objective, financial advice should be accessible to anybody who wants it. People need an advisor who can not only help them make good decisions, but can help them stay on top of the decisions they need to make over the years. By paying consistent attention to the details of their financial lives - over many seasons - this is what makes people financially successful. Our job as your financial planner is to help you consistently make good decisions as your circumstances change.

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 (Son #3 due in July!!). 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
  • 2014-2017, Member of “The Greatest Rotary Club in the Known Universe”, East Ascension Rotary
  • 2015, 2016 - Top Producer, Ascension Chamber Total Resource Campaign (2017 Team Captain)
  • 2015-Present, Recording Secretary, Ascension Master Gardener’s Association
  • 2016-Present, Member, National Association of Professional Agents
  • 2018-2020, VP of Finance, Volunteer Ascension Board
  • 2018-2020, Finance Committee, New Song Methodist Church

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 cool buzz phrase for most other advisors.