Harry Bonn, ChFC®, CLU®Managing PartnerCA Ins. License: #0574947

Harry Bonn, ChFC®, CLU®
Managing Partner

CA Ins. License: #0574947

Wealth Manager and Investment Advisor Representative

Harry Bonn has been servicing clients since 1971.He is a graduate of Kent State University (B.S. 1968). Harry earned his CLU®(Chartered Life Underwriter®) designation from the American College. He has also received a ChFC® (Chartered Financial Consultant®) designation from the American College in 1987. He has served as President of the National Association of Insurance and Financial Advisors’ (NAIFA) Mount Diablo chapter and has been active member of NAIFA for 48 years and is a Lifetime Member of the Million Dollar Round Table® *.

Harry and his wife Sherry moved to Danville in 1986. His three children are all graduates of Monte Vista High School. Harry is a past President of the Kiwanis Club of the San Ramon Valley, a service organization dedicated to supporting the San Ramon community through volunteerism and individual grants.

*Qualifying membership in the MDRT Top of the Table is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.