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Financial Planning
Our team's CERTIFIED FINANCIAL PLANNER® professionals work with clients to develop custom
Financial Planning
Our team's CERTIFIED FINANCIAL PLANNER® profesisonals work with clients to develop custom
Financial Planning
Our team's CERTIFIED FINANCIAL PLANNER® professionals work with clients to develop custom
Financial Planning
Our team's CERTIFIED FINANCIAL PLANNER® professionals work with clients to develop custom
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We work with clients to develop custom, goals-based financial planning strategies that focus on retirement, philanthropic and wealth transfer planning, as well as insurance needs.
We work with clients to identify areas of investment opportunity, develop asset allocation strategies and provide ongoing monitoring of investments and reallocation of assets, when and where appropriate.
We help entrepreneurs develop a comprehensive and strategic roadmap for transitioning away from their business.
We work with clients to identify areas of investment opportunity, develop asset allocation strategies and provide ongoing monitoring of investments and reallocation of assets, when and where appropriate. We develop investment solutions tailored to client needs and focuses with our CIO and Chartered Financial Analyst (CFA®).
We work with clients to identify areas of investment opportunity, develop asset allocation strategies and provide ongoing monitoring of investments and reallocation of assets, when and where appropriate. We develop investment solutions tailored to client needs and focuses with our CIO and Chartered Financial Analyst (CFA®).
“I embrace challenges that allow me to develop and grow both personally and professionally. Each opportunity to increase my knowledge and skillset builds momentum for me to grow professionally while also reinforcing resilience in my character.”
Bonita Gurule is a Client Service Associate with The Rikoon Group. She is grateful to be part of a team that provides excellent service and supports their clients in a variety of aspects when navigating through life’s phases. Bonita began her career in finance working in back-office operations for Fidelity Investments and her experience working with a broker-dealer brings a new perspective to the rest of the team. She enjoys working with the next generation of investors to help them build healthy relationships with their finances and educate them on opportunities available for planning their future. She looks forward to connecting and collaborating with clients and the community.
She received a Bachelor of Arts in Mathematics and Multicultural Leadership from the University of Colorado Boulder.
Bonita is a proud Santa Fe native and is passionate about her rich New Mexican culture and history. She enjoys spending time with her family, being outdoors with her dogs, and traveling for good eats and history.
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