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What Women Want In A Financial Adviser

Bonnie is a graduate of Texas A&M University with a degree in finance with an emphasis in investments. Through her 21-year career in the financial services industry Bonnie has worked for several wealth management firms and joined IDA in 2015. Bonnie is passionate about philanthropy, connecting local women with other women through women’s groups, supporting education through scholarships and making a lasting impact on women in San Diego. She is committed to volunteer work with numerous organizations, including; International Rescue Committee Youth Programs Scholarship (IRC), Ninety-Nines Scholarship Chair and Women’s Empowerment San Diego.

In this show you will learn about:

  • Some of the main reasons that trigger women to hire a financial adviser.
  • What women look for when searching for a financial adviser.
  • Best practices for women that are in need of financial advice.


    Transcript Available Here


    The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Intelligence Driven Advisers/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice.Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision.There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.