Douglas A. Boneparth, CFP®
New York, New York, United States
10K followers
500+ connections
About
For more than a decade, I've helped my clients negotiate sales of businesses; establish…
Activity
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Before WW2, the average recession lasted 3 years. By the 1990s, it was 2 years. By 2024, it’s 47 minutes.
Before WW2, the average recession lasted 3 years. By the 1990s, it was 2 years. By 2024, it’s 47 minutes.
Posted by Douglas A. Boneparth, CFP®
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I’m excited to share that I’ve been selected as one of the founding members of the Investopedia Advisor Council. This group of 25 independent…
I’m excited to share that I’ve been selected as one of the founding members of the Investopedia Advisor Council. This group of 25 independent…
Liked by Douglas A. Boneparth, CFP®
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I am so pleased to share that I've been chosen as a founding member of the Investopedia Advisor Council, in honor of their 25-year anniversary. The…
I am so pleased to share that I've been chosen as a founding member of the Investopedia Advisor Council, in honor of their 25-year anniversary. The…
Liked by Douglas A. Boneparth, CFP®
Experience
Education
Licenses & Certifications
Volunteer Experience
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Ambassador - New York
CFP Board
- Present 9 years 9 months
Education
CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals who will serve as representatives of CFP Board. They were chosen after completing a rigorous application process and based on their demonstrated leadership skills, passion for the financial planning profession and commitment to the CFP Board's mission to serve the public.
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Volunteer
Working In Support of Education
- 6 years
Education
Working In Support of Education (w!se) is an educational 501(c)3 nonprofit dedicated to providing educational support services nationwide, building financial literacy, fostering business and social entrepreneurship, and preparing students for college and the global workplace.
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NexGen Director - New York
Financial Planning Association (FPA)
- 3 months
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. As the NexGen Director for the New York chapter my goal is to help build and strengthen a community for the next generation of financial planners.
Publications
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The Millennial Money Fix
Career Press
The Millennial Money Fix first examines the complex challenges facing this generation, targeting their lack of financial education in school and at home, the rising cost of education and resultant student loan debt, and the career-crushing labor environment.
Other authorsSee publication -
Bone Fide Wealth Featured Press
CNBC, ABC News, New York Times, The Wall Street Journal and more.
Douglas is the authority on personal finance for Millennials, young professionals and entrepreneurs. Visit his firm's press page to see his appearances and features.
Honors & Awards
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10 Young Advisors to Watch
Financial Advisor Magazine
The 2019 "10 Young Advisors To Watch" honor was selected by FA Magazine editorial staff.
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Top Next-Generation Wealth Advisor
Forbes
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,”…
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Visit www.forbes.com/top-next-gen-advisors/ for the full methodology that Forbes developed in partnership with SHOOK Research. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
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CNBC Digital Financial Advisor Council
CNBC
The CNBC Digital Financial Advisor Council is made up of 20 high-level financial professionals. These wealth management professionals will contribute guest columns as well as provide their insights and front line perspective to the CNBC Digital news team covering this dynamic space. The goal of assembling this esteemed group is to provide investors with straightforward, informative and relevant content that make investment terms and strategies more transparent and help them navigate the…
The CNBC Digital Financial Advisor Council is made up of 20 high-level financial professionals. These wealth management professionals will contribute guest columns as well as provide their insights and front line perspective to the CNBC Digital news team covering this dynamic space. The goal of assembling this esteemed group is to provide investors with straightforward, informative and relevant content that make investment terms and strategies more transparent and help them navigate the multitude of complex investment options and strategies.
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InvestmentNews 40 Under 40
InvestmentNews
The 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…
The 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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Top 100 Most Influential Financial Advisors
Investopedia
(2018-2023) Investopedia reviewed more than 500 application submissions from financial advisors to measure their impact and reach across Twitter, LinkedIn, personal and company blogs, and online publishers. Their proprietary ranking considered each applicant’s page rankings, followers, and citations of their work by other advisors, consumers, and the financial media. The advisor’s dedication to educating investors was also a factor. This award is not indicative of advisor’s future performance…
(2018-2023) Investopedia reviewed more than 500 application submissions from financial advisors to measure their impact and reach across Twitter, LinkedIn, personal and company blogs, and online publishers. Their proprietary ranking considered each applicant’s page rankings, followers, and citations of their work by other advisors, consumers, and the financial media. The advisor’s dedication to educating investors was also a factor. This award is not indicative of advisor’s future performance and your experience may vary. For more information visit www.investopedia.com.
More activity by Douglas A.
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I think one of the best ways to go about life is to genuinely wish the best for other people. I want your family to do well. I want your kids to be…
I think one of the best ways to go about life is to genuinely wish the best for other people. I want your family to do well. I want your kids to be…
Posted by Douglas A. Boneparth, CFP®
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I’m beyond excited to announce that I’ve been chosen as one of the 25 founding members of the Investopedia Advisor Council! In celebration of…
I’m beyond excited to announce that I’ve been chosen as one of the 25 founding members of the Investopedia Advisor Council! In celebration of…
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I am incredibly honored to announce that I’ve been selected as one of the founding members of the Investopedia Advisor Council. This…
I am incredibly honored to announce that I’ve been selected as one of the founding members of the Investopedia Advisor Council. This…
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What is one of the most significant investments you'll ever make in your life? As Douglas A. Boneparth, CFP® can attest, it's your choice in…
What is one of the most significant investments you'll ever make in your life? As Douglas A. Boneparth, CFP® can attest, it's your choice in…
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I'm excited to share that I've been chosen as one of the 25 founding members of Investopedia's new Advisor Council, as part of their celebration of…
I'm excited to share that I've been chosen as one of the 25 founding members of Investopedia's new Advisor Council, as part of their celebration of…
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