Personalized Financial Planning

As a wealth management advisor, I know that financial planning must be catered to each individual's specific needs and goals. Not only do I help clients by managing and building upon their current situations and needs, but I also allow them to see their visions fulfilled by effectively planning for their future.

I have spent over a decade expanding my business and providing top-quality financial services to my clients. I have extensive knowledge and experience which, paired with my passion and fervor to see clients achieve financial prosperity and beyond – has positioned myself to be one of Northwestern Mutual's top wealth management advisors in the Western Region.

My specialties in providing strategic and comprehensive advice to help clients meet their financial goals. I often collaborate with fellow advisors to educate clients on wealth management strategies and solutions.

In addition to helping my own clients thrive, I strive to positively impact individuals across the county by educating them on the importance of financial planning, building a healthy relationship with money, and effectively planning for the future. I has been featured in Forbes, LIMRA, Women's Health Magazine, Money Magazine, and MarketWatch. I have also made appearances on FOX News, Bloomberg Radio, Cheddar TV, Hello Giggles, and USA Today, among others.

I have been nominated for the "Top Women in Business" award in 2017 by the Los Angeles Business Journal.

I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Registered Employee Benefits Consultant (REBC®) designation, Chartered Financial Consultant (ChFC®) designation, and Chartered Life Underwriter (CLU®) designation. I received my Bachelor's degree in Economics from the University of California, Los Angeles.


Media Mentions

Chantel's accomplishments are frequently featured in various media and news outlets.

Videos

Avocado Toast or Bust? The Millennial Conflict of Saving vs. Indulging (Watch Video)

Chantel Bonneau video thumbnail

Resources for Attorneys

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.


Resources for Physicians

Chantel Bonneau Stewart, CFP®, CLU®, REBC®, ChFC®

Wealth Management Advisor

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

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4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

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