Douglas Boneparth

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Douglas Adam Boneparth is a Certified Financial Planner ​ best known as a personal finance expert in the media [11] ​ and for servicing high net worth Millennials ​. Boneparth is independent financial advisor of his own firm, Bone Fide Wealth, LLC, which manages USD 75 million in assets ​ across 115 households as of March 2018. [2] [3]

Early Life and Education

Boneparth was raised in Boca Raton ​, Florida ​ and is the son of Andrew Boneparth, himself an independent​ Certified Financial Planner ​ with Ameriprise ​, and Ellen Boneparth, a elementary school teacher​. Boneparth graduated in 2007 with a BS in Public Relations ​ from the University of Florida ​ and obtained an MBA ​ from the New York University Stern School of Business ​ in 2014. Boneparth became one of the youngest Certified Financial Planners (CFP®) at age 25 and is also an Accredited Investment Fiduciary (AIF®). [2] [3]

Career

Boneparth began working at his father's financial advisory practice during college, and at age 24, in the midst of the Financial crisis of 2007–08 ​, relocated to New York, NY ​ where he continued to work for an Ameriprise ​ practice while building his own book of business. It was after he enrolled in business school ​ that Boneparth decided to strike out on his own and focus on servicing Millennials ​​, first as a Partner at Longwave Financial and then as President of Bone Fide Wealth, LLC, which he founded in late 2016. [2] [3]

Boneparth is a regular commentator for outlets such as CNBC ​, CNN Money ​, Wall Street Journal ​, Investopedia , Investors Business Daily ​, Mic ​, and his own blog ​. [8]

Boneparth has also mined and owned Bitcoin ​ since 2014. [9]

Books

Along with his wife, Heather, Boneparth is co-author of The Millenial Money Fix (Career Press, 2017). [5] [6]

Honors

Boneparth was named to the CNBC ​ Digital Financial Advisor Council in 2018 [10] ​, and to InvestmentNews' 40 Under 40 for 2016. [2] [4] ​ He also served at the NexGen Director for the Financial Planning Association ​ of New York in early 2018.


Industry Disclosures:

This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, IL, MA, MD, NJ, NY, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency. The third annual “40 Under 40” project spotlights 40 dynamic honorees, all under age 40, who were selected from a pool of approximately 800 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future. This recognition is not indicative of the advisor’s future performance and your experience may vary. For more information visit www.investmentnews.com.

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