Emerald Bonansea has been in the financial services industry since 2014, helping financial advisors deliver high-impact, fee-based planning rooted in integrity and client-first values. As Director of Financial Planning, she specializes in advisor development, holistic planning strategies, and sustainable practice growth.

Emerald holds a degree in Finance from San Francisco State University and maintains her Life & Health Insurance license, Series 7, and Series 66 registrations.

Born and raised in Martinez, CA, Emerald now enjoys life there with her husband, their three active boys, and their loyal Rottweiler, Mack. Outside of work, she loves cheering on her sons in baseball, basketball, and football, spending weekends with family, and traveling—especially to their favorite beach spot in WaterColor, Florida.