Registered Principal & Partner
111 Santa Rosa Avenue, Suite 330, Santa Rosa, CA 95404
Rich Bonk has been an investment professional since 1985 working with two of the nation’s leading financial services institutions.
He spent the first twenty years of his career with Pershing, the clearing division of the investment banking firm Donaldson, Lufkin & Jenrette, working with large independent broker-dealers, where he was ultimately responsible for the Western region relationship management and business development team.
In 2005, Rich moved to *Fidelity Investments to lead the Western region sales team for their clearing organization – National Financial now referred to as Fidelity Clearing and Custody Solutions (FCCS). After leading the Western region business development efforts for 10 years, Rich ran the Western region Relationship Management team.
In March 2018, Rich joined Michael Calvelli’s wealth management practice as a Partner with a keen focus on the Northern California OSJ - Protected Investors of America.
Rich has been a member of the Independent Association of Financial Planners, Financial Services Institute, Association of Western Securities Management, Securities Operations Association, Financial Planners Association and the National Independent Broker Dealers Association. He holds a Bachelor of Science degree from St John’s University in Queens, NY and completed the Securities Industry Institute program at the Wharton School of the University of Pennsylvania.
Rich lives in Burlingame, CA with his wife Malea and their three children Sophia, Vincent and Nolan. In his spare time he enjoys hiking, reading, playing an Italian card game named Pedro and all Bay area sports teams.
Check the background of this investment professional on FINRA's BrokerCheck
*Fidelity Investments is an independent company, unaffiliated with Cambridge. Fidelity Investments is a service provider to Cambridge. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Cambridge and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC.Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial Services LLC or FidelityBrokerage Services LLC, Members NYSE, SIPC. eReview number 807996.1.0