Professional

Chantel began her career with Northwestern Mutual in 2010, and since then has helped over 1000 clients build a personalized financial plan – and more importantly, to implement and adjust that plan over time. She specializes in working with medical professionals, tech industry executives, and attorneys– helping them to step out of their busy lives to identify and work toward their most important financial goals. Chantel is passionate about helping people achieve the confidence and peace of mind that true financial security brings.

Chantel graduated from UCLA with a Bachelor's degree in Economics and currently holds the following licenses, certifications, and designations:

Licenses

  • Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
  • Series 7 - All Security Products
  • Series 65 - Investment Advisor
  • Series 26 - Manage sales activities for investment companies and annuities

Certifications and Designations

  • CFP® – CERTIFIED FINANCIAL PLANNER™ professional certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
  • CLU® – Chartered Life Underwriter designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.
  • ChFC® - Chartered Financial Consultant is the "Advanced Financial Planning" designation awarded by The American College of Financial Services. Charter holders use the designation ChFC on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.
  • REBC® – Registered Employee Benfits Consultant is the undisputed professional credential for persons who are selling or servicing the group insurance, health insurance, retirement planning, and incentive compensation markets.
  • WMCP® - Wealth Management Certified Professional is a designation awarded by The American College of Financial Services, uses contemporary investment science to bring a new level of value to the advisor-client relationship.

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

Wealth Management Advisor

 

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