Family photo

After graduating from UCLA with a degree in Economics, I was inspired to learn from the recession of 2008 and grow a financial planning practice that focused on both analytics and behavioral finance to help people build solid financial plans and enduring peace of mind. Working hard to grow my knowledge base through formal education- I acquired my CFP®, CLU®, ChFC®, WMCP®, and REBC® designations in addition to the Series 6,7,26, and 63 investment registrations. Over the last five years I have been able to participate in over 100 publications including Forbes, Women’s Health, Bloomberg Radio, Fox News, MarketWatch, Cheddar TV, USA Today and many others. These opportunities have helped me work toward my primary goal of helping people to build a healthy relationship with money. In 2018, I published my first book: Finding Your Financial Type: Clearing the Hurdles to Financial Wellness.  


When not working, I can be found baking or taking a Peloton Class. I currently reside in San Diego with my husband Tom, daughters Audrey and Sophia, and my Miniature Schnauzer, Jerry.

Chantel Bonneau Stewart

Chantel Bonneau Stewart, CFP®, ChFC®, CLU®, RICP®, WMCP®

Wealth Management Advisor


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