Lou Bonasera
Investment Committee Member at The Financial Advisors LLC
Profile
Mr. Louis C.
Bonasera, CPA, is a Financial Planner at The Financial Advisors LLC.
He has over 30 years of experience in public accounting, industry, taxation practice and personal financial planning; and previously held positions as a Chief Financial Officer, Controller, financial and tax consultant and corporate accounting manager.
He earned a Bachelor’s degree in Accounting at Merrimack College and a Master of Science in Taxation (with a concentration in personal financial planning) at Northeastern University.
He is a member of the American Institute of Certified Public Accountants (AICPA) and its personal financial planning section.
Lou Bonasera active positions
Companies | Position | Start |
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The Financial Advisors LLC
The Financial Advisors LLC Investment ManagersFinance The Financial Advisors LLC (TFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Andover, Massachusetts. The firm was founded by Richard Sumberg in 1992. TFA offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Investment Committee Member | 29/02/2008 |
Training of Lou Bonasera
Northeastern University | Graduate Degree |
Merrimack College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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The Financial Advisors LLC
The Financial Advisors LLC Investment ManagersFinance The Financial Advisors LLC (TFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Andover, Massachusetts. The firm was founded by Richard Sumberg in 1992. TFA offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Finance |
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