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Stewart Bonem

Stewart Bonem
Stewart Bonem Headshot

Referral Representative

Registered Representative, INVEST

Stewart has been involved in the study, teaching, and business of finance for nearly 50 years. He earned his MBA in Finance from Miami University in 1968. Next came a long teaching career at Cincinnati State Technical and Community College where he taught finance, insurance, financial planning and a variety of other business classes. In 1988 Stewart won a national educator award from the Freedom’s Foundation of Valley Forge, Pa.

In 1989 Stewart attended the International Association for Financial Planning in Minneapolis. Several attendees encouraged Stewart to get involved in the business aspect of personal finance.

He proceeded to get licensed in life, health, disability, and long-term care insurance and mutual funds.

Stewart and his wife Karen live in Blue Ash. He is an avid golfer, movie goer, symphony attendee and world traveler.

Best Financial Advice received: “Self tithe 10% for retirement and then give plenty to charity”

Favorite Vacation: “Canadian Rockies”

If you could meet anyone, past or present, who would it be: “Donald Dadey/ Charles Barkley/ Bill Clinton”

Favorite City: “San Francisco”

 

Check the background of this investment professional on FINRA’s BrokerCheck.