Name: First Command District Advisor - Dave Bonney, CLF®|CFP®
Address: 1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX, 78218, US
Telephone: (210) 824-9894

General Description

Dave Bonney joined First Command Financial Services as a Financial Advisor in March 1996, following an 8-year career in the United States Air Force, where he attained the rank of 03. Dave understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A graduate of Southeast Missouri State University with a bachelor's degree in mathematics, Dave holds Series 6, 7, 63, 65, 24, and 26 securities licenses plus life and health insurance licenses in Texas. Understanding that the biggest obstacle to financial security for most people is their own behavior, Dave serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP), and take full advantage of other benefits. Dave will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, Dave is a member of the Air Force Association and Clock Tower Bourbon Club. In his free time, Dave enjoys spending time with friends and family. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of "Coaching those who serve in their pursuit of financial security."

Business Hours

Sunday	closed
Monday	09:00 AM	05:00 PM
Tuesday	09:00 AM	05:00 PM
Wednesday	09:00 AM	05:00 PM
Thursday	09:00 AM	05:00 PM
Friday	09:00 AM	05:00 PM
Saturday	closed

Location & Map

First Command District Advisor - Dave Bonney, CLF®|CFP®

1919 Oakwell Farms Pkwy Suite 200
San Antonio, TX 78218

(210) 824-9894

Driving Directions

First Command District Advisor - Dave Bonney, CLF®|CFP®

Financial Planner in San Antonio

1919 Oakwell Farms Pkwy Suite 200 San Antonio TX, 78218

(210) 824-9894

General Description

Business Hours

Location & Map

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