Paul Bonaccini

Vice President, Investments – Accredited Asset Manager
Founder of Peninsula Wealth Management
Estate Planning, Fixed Income

Biography

Paul has proudly served 34 years in the financial industry, fostering a sense of dedication to working with both individual and institutional investors. He believes strongly in fostering generational wealth and his many years in the industry have granted him the unique experience of the ebb and flow of markets.

Paul was first introduced to the world of finance through his grandfather, who was instrumental in his decision to study finance in college. When he was young, Paul’s grandfather taught him how to read the “Ticker-Tape” and study company balance sheets. These interactions sparked Paul’s passion for serving others, providing them with individualized plans for their retirement, and focusing on generational wealth. Paul obtained his Bachelor’s Degree of Business Administration with an emphasis in Business Finance from Saginaw Valley State University and Central Michigan University. He was also a collegiate athlete, playing football for both schools. From there, Paul served at Old Kent Bank, Prudential Securities, and Raymond James & Associates before joining Wedbush in 2019. He is also an active member of his community, serving as a volunteer for both the Wounded Warrior Project and Honor Flight Veterans and is dedicated to Leadership Grand Traverse, Saint Francis Church, and the Traverse City Central Football Team.

A native Michiganian, Paul grew up in suburban Detroit before moving to Traverse City, Michigan in 1986. He currently resides in his dream house on Old Mission Peninsula, which he and his wife, Lisa built in 2016. They are happily surrounded by the beauty of Grand Traverse Bay, nestled within cherry orchards, wine vineyards, and all that mother nature has to provide. Paul and Lisa have four wonderful children: Melina, Nicholas, Jack and Gabrielle.

Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

  • Open a Wedbush NEXT spend account
  • Set and manage savings goals
  • Access curated automated investing portfolios

     

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About Wedbush

Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.

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