Natasha Bonelli

Background

About Natasha Bonelli

I joined Merrill Lynch Wealth Management in 2005. I am a Senior Vice President and Senior Financial Advisor with the Cogan Bonelli Group within the Global Wealth Management Division of Merrill. I help individuals, families and business owners with wealth management, investing, retirement and benefits plans, cash management, and business financing. Our team services over 300 corporate retirement plans in California. The team focuses on 401k, 403b, SEP, profit sharing, defined benefit, individual 401k, 529 corporate college saving plans, and IRA's. I graduated from CSUN and hold a BA in Business Management. I hold a Certified 401k Professional designation (C(k)P®), a Certified Plan Fiduciary Advisor designation and a Chartered Retirement Plans Specialist™, CRPS® designation. I was also named to Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019).* My husband and I have three children and love every minute!*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.*Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.