Insurance Strategies, Business Owners, Retirement Strategies, Retirement Income Planning, College Funding Strategies, Financial Education, Charitable Giving, Estate Planning, Group Benefits
English
Bonita began her Financial Services career in the 80’s. Although she loved working in the Financial Services industry, she always dreamed of owning and operating her own childcare business and this is a goal she was able to achieve. ‘Little People Play and Learn’, was a meaningful and significant part of her life. Yet, she never lost her passion for being of service to others and in 2022 she joined MassMutual as a Financial Services Professional. She is dedicated to making a difference in people’s lives and committed to building long-term relationships with her clients and aiding them reach their goals is her number one priority!
Preparing for the next step in life isn’t always easy, especially when it comes to our finances. However, knowledge is the key to a successful financial future and protecting those you love. Whether your goals include preparing for milestone life events like retirement or college, or simply looking for life, disability income, or long-term care insurance protection, Bonita promises to offer you a new level of attention, understanding, and expertise!
Working with a team of professionals, she offers guidance by providing families and business owners with assistance in building their financial independence. She prides herself on getting to know each client so that she can understand their individual needs and what matters to them most. This helps her recommend products and strategies designed to meet their current, and more importantly, future needs.
Bonita holds a BA Degree in Psychology from Mills College and is a Graduate of The CORO Foundation Leadership Women’s Program. Bonita is also a Realtor with eXp Realty, and she prides herself on serving Realtors and Teachers with Retirement Planning solutions.
She enjoys reading, drawing, volunteering, and traveling. She especially loves spending time with her 15 grandchildren, 3 g-grans, family, and friends. She’s a Pencil Artist, and a Public Speaker and is writing her first book.
MM202503-300856
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BA Psychology Mills College
Spending time with friends and family, reading, drawing and traveling
Children'
s Ministry, Bereavement Team