Mark Bonhard, CLU, ChFC,CFP, CASL, RICP

Chief Stategy Officer at Cirrus Wealth Mangement

📍 Greater Cleveland, United States

Mark Bonhard is the Chief Strategy Officer at Cirrus Wealth Management, bringing over 25 years of experience in financial services. A graduate of The Wharton School, he specializes in creating wealth accumulation and income strategies for professionals and business owners. He holds numerous certifications, including CFP, ChFC, and CLU.

Residing in Cleveland, Ohio, Mark is actively involved in his community, having served on the boards of the Better Business Bureau and other local foundations. He is also involved in fundraising for Cystic Fibrosis. He has been quoted by financial news outlets like The Wall Street Journal and Reuters.

He is the founder of "The Golden Rules of Investing, " an initiative aimed at improving financial literacy among young people.

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Experience

11 Years

Current Role

Chief Stategy Officer

Job Level

Leadership

Location

Greater Cleveland, United States

Personality Overview

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Priorities

Topics Mark cares about

Retirement Income

He specializes in creating strategies to help clients safely generate income after their working years have concluded.

Financial Literacy

Founded an initiative called "The Golden Rules of Investing" to address the lack of financial education for students and young adults.

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Career

Work history

1-2015

Chief Stategy Officer

Cirrus Wealth Mangement

In the press

Media appearances

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Education

1906 - 1964

BS in Economics

The Wharton School

Social presence

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