Chantel Bonneau Stewart

Before joining WiseFit Wealth in 2024, Joe spent the last 8 years with Northwestern Mutual, helping clients plan and make progress towards their financial goals. He graduated from College of Charleston in 2010 and is an active alumnus. He holds his ChFC® designation and Series 7, 6 and 63, life and health licenses.  When not working, Joe leads an active lifestyle in North County San Diego and you can find him volunteering with The Century Club of San Diego. Joe has also been a client of Northwestern Mutual since he was 7-years old and enjoys fostering deep client relationships that bring peace of mind and confidence to families for generations.

Before joining WiseFit Wealth in 2017, Melissa worked in education for over 10 years. She graduated from Azusa Pacific with her Master’s in Education and Human Development. She holds her RICP® designation and CA Life and Health license. Melissa assists with service questions, underwriting, and manages general office operations.

Before joining WiseFit Wealth in 2021, Meagan worked for Northwestern Mutual for 11 years. She graduated from Lindenwood University with her Bachelors in Business. She holds her CERTIFIED FINANCIAL PLANNER™ Professional and ChFC® designations,  Series 7, 6, and 63. She is life and health licensed in CA and IL. She coordinates the planning analysis for retirement income, education funding, asset allocation, security evaluation, wealth preservation, asset protection, and wealth transfer.

Before joining WiseFit Wealth in 2022, Jessika worked in finance. She graduated from Point Loma Nazarene University with a BA in Psychology. She holds her CERTIFIED FINANCIAL PLANNER™ Professional designation, CA Life and Health License, Series 7, 6 and 63. She helps with investment management, research, and portfolio construction.

Before joining WiseFit Wealth in 2025, Jen worked for Northwestern Mutual for 7 years. She graduated from UC Riverside with her BA in Psychology and holds her CA Life and Health license. Jen assists with service questions, underwriting, and manages general office operations.