The Mission
To educate and provide a framework of financial independence for those seeking guidance and advice.
The Story
"If only I knew then what I know now." Mark Bonhard, founder of The Golden Rules of Investing, often heard such a regret be uttered by senior citizen colleagues in regards to the financial decisions they made with little experience or direction through the 20th century. Curious to know if any strides had been made to rectify this deficit in financial literacy, Mark embarked on a journey of discovery.
When he learned that most students today graduate high school with little to no understanding of finance, especially investing, he decided to take action. Using his decades of experience in financial planning and retirement, he began building a framework upon which students--and anyone in need of such guidance--could rely and reference.
When he learned that most students today graduate high school with little to no understanding of finance, especially investing, he decided to take action. Using his decades of experience in financial planning and retirement, he began building a framework upon which students--and anyone in need of such guidance--could rely and reference.
The Founder
Prior to joining Cirrus Wealth Management, Mark K. Bonhard was a financial professional with Rehmann and Dawson Wealth Management. A graduate of of the Wharton School at the University of Pennsylvania, he has advised clients on how to preserve and manage wealth since 1991 and has helped hundreds of business owners, professionals, and organizations with the use of his broad knowledge of strategic and financial planning, investments, taxation, and risk management.
Mark has taught financial principles in countless educational seminars on a variety of topics including college funding, personal financial planning, and legacy planning for colleges and universities. Mark has frequently been quoted by Reuters, Investment News, and the Wall Street Journal.
Mark successfully completed the requirements to become:
Mark has taught financial principles in countless educational seminars on a variety of topics including college funding, personal financial planning, and legacy planning for colleges and universities. Mark has frequently been quoted by Reuters, Investment News, and the Wall Street Journal.
Mark successfully completed the requirements to become:
- a Chartered Life Underwriter (CLU®)
- a Certified Financial Planner™ (CFP®)
- a Chartered Advisor for Senior Living (CASL®)
- a Retirement Income Certified Professional (RICP®)
- a Chartered Financial Consultant (ChFC®)
