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Michael B

CFP®, Series 66

Prairieville, LA

Bonfanti Investment Services, LLC

Michael Bonfanti is a CFP® professional with 22 years of industry experience, operating Bonfanti Investment Services, LLC in Prairieville, LA. He has worked with Bonfanti Investment Services since 2009 and was previously affiliated with LPL Financial. In addition to his advisory work, he manages an independent insurance agency and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k), 403(b), pension, and profit-sharing plans. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerances, using a combination of modern portfolio theory and fundamental, cyclical, and technical analysis.

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired
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