Douglas A. Boneparth, CFP® in

Douglas A. Boneparth, CFP®

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Financial Advisor | President at Bone Fide Wealth, LLC
📍 New York, New York, United States

Douglas Boneparth is the President of Bone Fide Wealth, a firm he founded to provide financial guidance to his millennial peers. A CERTIFIED FINANCIAL PLANNER® professional with an MBA from NYU Stern, he is a member of the CNBC Financial Advisor Council and an author focused on making finance accessible.

Outside of his firm, Douglas co-authors books about finance for couples and millennials with his wife, Heather. He enjoys brewing coffee, playing tennis, and is a passionate advocate for accessible financial education through his writing and speaking engagements.

Interesting fact: He founded his wealth management firm with the specific mission to serve his own generation, tackling their unique financial challenges like student loan debt.

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Experience
19 Years
Current Role
Financial Advisor | President
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Douglas cares about

Millennial Finance
He founded his firm, Bone Fide Wealth, specifically to provide financial advice to millennials and has authored books on the topic, such as "The Millennial Money Fix. "
Couples and Money
Co-authors books with his wife, Heather, focused on helping couples navigate their finances together, including their recent book, "Money Together. "
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Career

Work history

12-2016
Financial Advisor | President
Bone Fide Wealth, LLC
11-2012 - 11-2016
Financial Advisor | Partner
Longwave Financial, LLC
12-2005 - 11-2012
Financial Advisor
Ameriprise Financial Services, Inc.
In the press

Media appearances

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Education
2011 - 2014
MBA
NYU Stern School of Business
2003 - 2007
BS
University of Florida
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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