WiseFit Wealth Management and Insurance Solutions
Chantel Bonneau Stewart
Wealth Management Advisor|CFP®, ChFC®, CLU®, RICP®, WMCP®
Professional
Chantel began her career with Northwestern Mutual in 2010, and since then has helped over 1000 clients build a personalized financial plan – and more importantly, to implement and adjust that plan over time. She specializes in working with medical professionals, tech industry executives, and attorneys– helping them to step out of their busy lives to identify and work toward their most important financial goals. Chantel is passionate about helping people achieve the confidence and peace of mind that true financial security brings.
Chantel graduated from UCLA with a Bachelor's degree in Economics and currently holds the following licenses, certifications, and designations:
Licenses
Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
Series 7 - All Security Products
Series 65 - Investment Advisor
Series 26 - Manage sales activities for investment companies and annuities
Certifications and Designations
- CERTIFIED FINANCIAL PLANNER™ professional certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
- CLU® – Chartered Life Underwriter designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.
- ChFC® – Chartered Financial Consultant is the "Advanced Financial Planning" designation awarded by The American College of Financial Services. Charter holders use the designation ChFC on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.
- REBC® – Registered Employee Benefits Consultant is the undisputed professional credential for persons who are selling or servicing the group insurance, health insurance, retirement planning, and incentive compensation markets.
- RICP® – Retirement Income Certified Professional is a designation awarded by The American College of Financial Services. This is an extensive and intensive retirement income education that covers all retirement income styles and strategies.
- WMCP® – Wealth Management Certified Professional is a designation awarded by The American College of Financial Services, uses contemporary investment science to bring a new level of value to the advisor-client relationship.
Speaking Engagements
She curates and tailors her workshops and presentations to help everyone get crystal clear about money. Only when you get clear, can you effectively create the right goals to help you get to the next level.
“Chantel’s clarity on stage is only surpassed by her significant results with her clients. Chantel delivers phenomenal inspiration as well as information. She is able to connect her message to the big picture of the organization while applying strategic and tactical takeaways for the individuals in the audience.” – Matt Plocher, Managing Partner at Northwestern Mutual.
“Chantel is a thought leader and sought-after expert in making financial planning approachable and relevant for the emerging affluent. Her unique approach to meeting clients where they're at, and getting them where they want to go, is a demonstration of her passion, knowledge, and expertise. Simply put, I believe Chantel will help you reach your financial goals as effectively and efficiently as possible.” – Nicole Kalil, MK Consulting Solutions
"Chantel was a great fit as a speaker for Women in Business at UC San Diego. She has an incredible talent for public speaking and presenting her stories and experiences to a crowd of young women in business. The members found her presentation to be informative, inspiring, and very well-crafted. She is an engaging speaker, and it is clear how passionate she is about helping others achieve their goals. With her enthusiasm and vast expertise in her field, our organization gained much insight into Chantel’s career development into a prominent business leader." - Katherine Skurikhin,UC San Diego Women in Business
Personal
After graduating from UCLA with a degree in Economics, I was inspired to learn from the recession of 2008 and grow a financial planning practice that focused on both analytics and behavioral finance to help people build solid financial plans and enduring peace of mind.
Working hard to grow my knowledge base through formal education, I acquired my CFP®, CLU®, ChFC®, WMCP®, RICP®, and REBC® designations in addition to the Series 6, 7, 26, and 63 investment registrations.
Over the last five years, I have been able to participate in over 100 publications including Forbes, Women’s Health, Bloomberg Radio, Fox News, MarketWatch, Cheddar TV, USA Today, and many others. These opportunities have helped me work toward my primary goal of helping people build a healthy relationship with money. In 2018, I published my first book: Finding Your Financial Type: Clearing the Hurdles to Financial Wellness.
When not working, I can be found baking or taking a Peloton Class. I currently reside in San Diego with my husband Tom, daughters Sophia, Audrey, and Margot, and my Miniature Schnauzer, Jerry.
Here are my areas of expertise
Wealth Management
Retirement Planning & Income Strategies
Financial Planning
Life Insurance Strategies
Disability Planning
Education Planning & Funding
Estate Planning
Tax-Efficient Strategies
Lending a hand in my community.
Our team is deeply committed to giving back to the community and supporting others. We are incredibly grateful for the chance to collaborate with the following organizations.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
The Mario Lemieux Foundation
The Mario Lemieux Foundation is dedicated to cancer research, patient care, and supporting families in challenging medical situations. Austin’s Playrooms was created to benefit families and improve the quality of a child’s hospital experience whether as a visitor or patient by establishing cheerful playrooms that are safe, calming and comfortable. Since its inception, the Mario Lemieux Foundation has raised over 31 million dollars for their programs and built 38 Austin’s Playrooms. Our team spearheaded the efforts to raise funds to remodel the Austin's Playroom at Camp Pendleton. We are passionate about providing support for children facing cancer and our military families and are thankful this opportunity allowed us to do both.
EUHSD Cal-SAFE/Teen Parent Program
This program is designed to increase the availability of support services for enrolled expectant/parenting students to improve academic achievement, parenting skills and to provide a quality child care/development program for their children. Cal-SAFE is a comprehensive and community-linked school-based program that focuses on youth development and dropout prevention for expectant and parenting students.
ElderHelp
ElderHelp provides personalized services and information that help seniors remain independent and live with dignity in their own homes.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
