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Kristopher B

Series 66, Series 63

Jupiter, FL

Gladstone Wealth Partners

Kristopher Bonocore is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial and Financial Engines Advisors, among others. He is involved with Gladstone Wealth Group, an independent investment advisory firm. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and use third-party managers and technology to support clients’ portfolios and qualified plans.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
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