Paul Bonaccini

Vice President, Investments – Accredited Asset Manager

Founder of Peninsula Wealth Management

Biography

Paul has proudly served 34 years in the financial industry, fostering a sense of dedication to meeting the needs of both individual and institutional investors, especially in the area of estate planning. 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.

SPECIALIZATIONS

  • Estate Planning
  • Fixed Income

Credentials

  • Series 7 and 63 securities licenses
  • Bachelor’s Degree in Business Administration, Business, with an emphasis in Finance from Saginaw Valley State University and Central Michigan University

RECOGNITION/MEMBERSHIPS

  • Leadership Grand Traverse
  • Wounded Warrior Project
  • Honor Flight Veterans
  • Saint Francis Church
  • Traverse City Central Football

Mission Statement