Lisa Faith Bonner
Financial Advisor
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CLTC®
Financial Guidance with PurposePersonalized Service: A Plan Built Around You
I believe money is a tool that can support the life you want to pursue. Since each person’s financial situation is different, I focus on understanding your goals, values, and long‑term priorities before offering guidance. My role is to provide clear information and help you consider strategies that may be appropriate for your circumstances. My approach is designed to support thoughtful decision making and help you feel more informed and engaged in your financial life.
When you work with me, we begin with conversations that help clarify what is important to you. I take time to...
My qualifications
- Finance, The College for Financial Planning – Accredited Asset Management Specialist (SM)
- General Securities Representative
- Agent
- CA Insurance Lic. #4300812
My state licenses
- Florida
- Indiana
- Michigan
- Ohio
- Pennsylvania
- South Carolina
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations