Bonnie Nelson

LPL Financial Advisor

Bonnie joined CalBay Investments in 2021 as a Financial Advisor and Investment Advisor Representative. She has worked for over 30 years in the financial planning and investment industry. Her career started with Ameriprise Financial Planners where she worked as an Investment Manager from 1990-2000. Most recently, Bonnie spent the past 20 years as an Investment and Compliance manager with Foord, Van Bruggen & Pajak. She is a graduate of California State University, Sacramento with a major in business management & finance. Bonnie enjoys spending time with her family, attending her children’s tennis tournaments/endeavors and gardening.

Registrations and Certifications:

  • Securities Registrations held through LPL Financial: FINRA Series 7, 63 & 65.
  • Life/Health/Disability Licenses (CA Insurance Lic #0C71309)