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Bonnie Sewell

AICPA, CDFA™, CFP®
American Capital Planning
Leesburg, VA
Fee-Only, Flat Fee, Fiduciary

Meet Bonnie

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Traditional Wealth Management - Bonnie Sewell
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Divorce Financial Planning - Bonnie Sewell
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LAUNCH - Bonnie Sewell
Video Transcripts

Bonnie has been working in financial services since 1981, and has been a Certified Financial Planner for families since 1992. She also earned the Accredited Investment Fiduciary, AIF®, designation and Certified Divorce Financial Analyst designation, CDFA™. She served 3 years on the National Board for the Financial Planning Association (FPA), the South Region Board for the National Association of Personal Financial Advisors (NAPFA), and served on the Foundation for Financial…

Bonnie has been working in financial services since 1981, and has been a Certified Financial Planner for families since 1992. She also earned the Accredited Investment Fiduciary, AIF®, designation and Certified Divorce Financial Analyst designation, CDFA™. She served 3 years on the National Board for the Financial Planning Association (FPA), the South Region Board for the National Association of Personal Financial Advisors (NAPFA), and served on the Foundation for Financial Planning board. In the Loudoun County community she is past President on the Board of Directors for the non-profit Loudoun Therapeutic Riding (www.ltrf.org).

Bonnie keeps current through at least 30 hours (57 hours in 2015) of professional continuing education each year. In gratitude to her community, Bonnie donates up to 10% of her annual hours to pro-bono work through Building Homes for Heroes reflecting her commitment in helping to create a world where everyone thrives and prospers.

EDUCATION

BS Family Economics & Management
MS Financial Planning

Financial Accounting, Intermediate Accounting, and Cost Accounting
CFP Board Educational Program, Certified Financial Planner™ Practitioner, License #45436

EXPERIENCE

American Capital Planning LLC, Owner, 2009 – present
The Enrichment Group, Sr. Planner/Managing Partner
A & H Financial Planning and Education, Inc., Owner

DESIGNATIONS, SPEAKING HIGHLIGHTS AND RECOGNITION

Certified Financial Planner™, CFP®
Certified Divorce Financial Analyst™, CDFA™
Accredited Investment Fiduciary®, AIF®
Interviewed by CNBC’s Sharon Epperson, October 2010
• Speaker at College of Charleston “Discipline Determines Destiny”, November 2010
• Speaker at Investment News Retirement Income Summit “The Golden Fears”, NYC, March 2009
• Served as Georgia’s Secretary of State Cathy Cox’s Retirement Planning
Speaker in her Investment Education Series, “Money Counts” with letters of commendation, 2004-2006
• Contributor to "Tips from the Top: Targeted Advice from America's Top Money Minds", Alpha Books, 2003
• Lead author 2004 white paper, “It Takes a Wired Village” accepted by the National Association for Financial Education (NEFE)
• Columnist for the industry’s Journal of Financial Planning through 2011
• Speaker in Leesburg, VA,  October 12,  2011, “Monte Carlo in the Morning”
• Speaker in San Diego, February 29, 2012, "Succession Planning"
• Author, "Love-Jacked! Divorce Your Spouse, Not Your Dollars", available on Amazon and Kindle
• Presented at industry conferences November 2012 and January 2013
• Speaker at Women on the Move transportation company owners in Miami, March 2013
• Speaker at Spinning Wheels, more transportation company owners in Phoenix, March 2013
• Speaker/Author at the National Business Educators Conference, Atlanta, April 2013
• Interviewed on Executive Leaders Radio, December 19 2013
• Interviewed on Wharton Business Radio, May 15, 2014

Hold monthly nonprofit Second Saturday Divorce workshops, Ashburn & Reston, VA
Panelist at the 2nd Annual Invest in Women Conference, Dallas, May 2016
Speaker - Garrett Planning Network Retreat, Broomfield, CO July 2016
Presenter at the National Institute of Divorce Financial Analysts, Chicago, May 2016

Speaker – Garrett Planning Network Retreat, Broomfield, CO July 2016

Presenting to Fairfax, VA Bar Association (Family Law Section), July 2016


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
Real estate and mortgage advisory
Estate planning
Insurance management

Experience with

Small business owners
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Flat Fee
Hourly
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CDFA™ - Certified Divorce Financial Analyst®

Memberships

NAPFA - National Association of Personal Financial Advisors
AICPA - American Institute of Certified Public Accountants

Education

Other post-graduate
Bachelors