Strategic Financial Planning for Dentists with Andrew Bonetti – Rosen Dental Transitions

Strategic Financial Planning for Dentists with Andrew Bonetti

Andrew Bonetti has more than a decade of experience working with high net-worth clients, and with institutional clients focusing on defined contribution plans, endowments, and foundations. At CCR Wealth Management, Andrew works with corporate retirement, financial planning, and investment management teams to ensure that family, individual, and corporate clients’ business and personal goals are coordinated as a unified strategic and comprehensive plan.

Andrew enjoys working with many of his firm’s younger clients, who may be just starting a business, or need initial guidance on saving for retirement, a home, or college for their young children. Of assisting these clients with a strategic planning initiative, Andrew says, “I like helping clients understand the investment world, and how it impacts their portfolio.”

 

 

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