Brent R. Bonstingl – Client Advisor
Brent brings a great deal of investment operations, financial modeling, and performance analytics experience to Delaware Avenue Wealth Planners. Coming to DWP from a family financial planning environment, Brent works closely with individuals, families, and closely held businesses to develop personalized financial plans and wealth management strategies to assist clients in reaching their financial goals. By focusing on client service and relationships, Brent separates himself from other advisors by seeking truly independent and unique solutions for each client.
Leveraging his broad knowledgebase, Brent provides expertise in securities trading execution, investment portfolio allocation and balancing, market and individual investment research, financial modeling, and customer relationship management. His financial planning skills enable him to prepare comprehensive cash flow, investment, retirement, education, insurance, tax, estate, and business succession planning programs for DWP clients.
Before joining Delaware Avenue Wealth Planners, Brent held securities trading, financial analysis, and managerial positions with well-known trading and financial organizations. Brent earned a Bachelor of Science degree in finance from The Pennsylvania State University’s Smeal College of Business. He has successfully completed certifications for FINRA Series 7, Series 55, and Series 66 and is currently working towards earning the Certified Financial Planner designation.Back To Team List