Luciana Bonacci
Partner Account Manager @ Human Interest | Client Relations, Sales Processes
- Role
- Partner Account Manager at Human Interest
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Luciana Bonacci
If you work with business owners, offering retirement plans can set you apart, help your clients retain talent, and add real value to your relationships. But navigating retirement plan options can be time-consuming, complex, and risky.That’s where I come in.I partner with CPAs, benefits brokers, payroll providers, and business consultants to deliver simple, scalable, and fully-supported 401(k) and retirement plan solutions through Human Interest. Win and retain clients by offering a high-impact benefit Earn incentives and deepen relationships through easy referrals Stand out as a trusted advisor with access to a full back-end team and compliance supportI’ve been in the retirement industry since 2016, hold the ASPPA QKA designation, and bring over a decade of experience in banking and wealth management. My background in MEPs, PEOs, payroll, and compliance allows me to bridge the gap between your client’s needs and the right retirement plan solution—without adding to your workload. Let’s connect if you\'re a CPA, advisor, or business consultant looking to:Add value without adding overheadSimplify 401(k) offerings for your clientsGrow your book of business through strategic referralsI\'m here to make you look good, help your clients thrive, and grow your business in the process.
Experience
Partner Account Manager
Mar 2025 — Present · Miami, FL, US
Education
Universidade de Fortaleza
Bachelor of Laws - LLB, Law
University of Wisconsin-Parkside
Bachelor of Arts - BA, Political Economy, legal studies
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