Broker Check
Anthony BonanniFinancial Advisor

Anthony Bonanni
Financial Advisor

Anthony joined Wiklund & Bond Financial Services in 2018 and brings a fresh perspective to the team. He employs his experience in research and analysis to form comprehensive, customized wealth management plans to assist clients in pursuing their long-term financial goals.  Anthony is a licensed CPA and takes a comprehensive plan to financial planning – with a focus on tax planning.

Before joining Wiklund & Bond, Anthony worked as an Associate in the Audit practice of Price Waterhouse Coopers, LLP, as an Investment Analyst for Alidade Capital, LLC-a private equity fund manager focusing on real estate investments in the Midwest and Southeast and a multi-unit franchisee of a Metro Detroit Quick Service Restaurant. Anthony lives in Rochester Hills with his wife, Lydia- a personal trainer and nutrition coach, and his two daughters, Lena (4) and Mia (1). In his free time, Anthony enjoys being with his family, taking his family for donuts, and playing adult league hockey.

 

Education/Credentials

  • CPA – Certified Public Accountant: License Number – 1101036856
  • B.A.-Economics, University of Michigan (2014)
  • MAcc-Accounting, Oakland University (2015)