Bonita Lee Graff CDFA®, CPA




2391 Enterprise Dr.
Oshkosh WI 54904
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920-230-6898

Bonita L. Graff, CPA, CDFA™ has been a Financial Advisor since 1985. With registrations held through LPL Financial, she serves as Registered Principal and Investment Consultant. In 2005, Bonnie founded a financial consulting firm with business partner Mary Wiedenmeier. She is committed to providing truly independent and objective wealth management solutions that help achieve financial security through all phases of life. Her responsibilities include risk analysis, asset allocation, market research, and client wealth development for individual as well as business clients in all facets of financial planning.

Her accreditations include: Certified Public Accountant and Certified Divorce Financial Analyst®. She specializes in the areas of Retirement Planning and Portfolio Management, Tax Planning; as well as Pre- and Post-Divorce Planning. Bonnie holds a Bachelor of Arts degree in Business Administration and Accounting from Lakeland College in Sheboygan, WI. 

Outside of work, Bonnie's commitment to community involvement runs deep. She is involved in numerous groups including the Financial Planning Association (FPA), Financial Services Institute (FSI), Wisconsin Institute of Certified Public Accountants Collaborative Divorce Professionals of NE Wisconsin and Institute of Divorce Financial Analysts (IDFA). Bonnie serves on both the Finance and Audit Committees of the Board of Trustees for her alma mater, Lakeland University.  She is also an avid supporter of local non-profits and volunteer groups, and actively participates in Kiwanis