Bonita Bell-Andersen

About Bonita Bell-Andersen

As a financial advisor & investor coach, I help pre-retirees grow, protect & enjoy their wealth, transforming the investing experience, and not having to face the pitfalls of poor investing decisions. Our services include wealth management, coaching to avoid human behavior mistakes, and all the financial planning issues clients need help with. I do all of this with a very academic, mathematical, global approach to investing, relying on the work of Nobel-prize winning academics in successfully investing money for the long term.My clients come to me when they are ready to be educated, ready to deploy their assets in a smart way, and ready to take care of this once and for all! Examples: retiring from a job and needing to roll over a 401-k receiving an inheritance -making a plan for the money - setting up income from the inheritance insurance planning - covering final expenses and making sure wills are in order setting up savings accounts for young people just getting startedThe landscape has changed for retirees and my clients are tired of putting all of their energy into making poor investing decisions that hold them back. Examples: Not knowing what will happen to their 401-k if the market crashes. How to pay for health care - being concerned about costs going up 🥺 Saving enough money Maintaining an income stream Having too much debt🥳 Within just a few months of becoming a client, they\'ve frequently been able to: 🤩 Have investing peace of mind Have a purpose for their money and their life 🤓 Transform the investing experience for themselves and their family Feel at ease with a plan they can rely onContemplating Retirement? Scroll down for Free Retirement and Investment Resources Five Questions to Ask Yourself 5 Years Before You Retire 🤸‍ 🧘 https://bonitabellandersen.com/5-questions-to-ask-yourself-5-years-before-you-retire/Will Working Longer Help - or Hinder - Your Social Security Benefit? 🧑‍ ‍ https://bonitabellandersen.com/will-working-longer-help-or-hinder-your-social-security-benefit/Begin with a purpose greater than money. Discover your true purpose at the American Dream Experience workshop - being held both virtually as well as in person in Scottsdale, AZ. The American Dream Experience is a compelling encounter with clear, life-altering truths about economics and investing. Find out more at For additional information, call 50••••••16.

Experience

1. Award Winning Author

   Tencap Wealth Coaching

   Jan 2001 — Present

Education

• Washington State University

  Bachelor of Arts - BA

• The American College

  CLU - Chartered Life Underwriter; ChFC-Chartered Financial Consultant, life insurance, retirement planning

  2004 — 2012

• Chapman University

  none, World Campus Afloat foreign exchange

  1973 — 1973

• Washington State University

  BA, Communications

  1970 — 1974

Skills

• Financial Services
• Financial Analysis
• Disability Insurance
• Retirement
• Customer Service
• Business Analysis
• Fixed Annuities
• Employee Benefits
• Long-Term Care
• Coaching
• Wealth Management
• Retirement Planning
• Advertising
• Management
• Training
• Social Networking
• Small Business
• Leadership
• Sales
• Entrepreneurship
• Life Insurance
• Finance
• Estate Planning
• Public Speaking
• Insurance
• Start-Ups