Fresh perspectives on wealth
Get To Know Us
With over 10 years of expertise in financial advisory, we’re here to help you achieve your financial dreams.
From asset protection to personalized strategies, we’re committed to guiding you on your journey to success. Your financial future starts here, and we’re ready to support you every step of the way!
Mission
At Bonilla Strategic Advising, our mission is to deliver exceptional financial consulting services grounded in transparency, honesty, and integrity. We are dedicated to safeguarding our clients' interests and building lasting relationships based on trust.
Vision
At Bonilla Strategic Advising our vision is to be the leading reference in financial consulting, empowering our clients to manage their assets with confidence. We are committed to building long-term trust-based relationships that enhance their financial well-being.
Carlos Bonilla Grajales
President and Chief Stragetist
Carlos Bonilla Grajales is the President and Chief Strategist of Bonilla Strategic Advising, a new and dynamic financial services firm. With 9 years of experience in the financial services industry, Carlos brings a wealth of expertise to the company. He holds a Bachelor's degree in Finance and is licensed for Life, Health, and Disability insurance in Puerto Rico, Florida, Texas, and South Carolina. Additionally, Carlos has obtained his SIE, Series 6, Series 63, and Series 65 FINRA licenses, demonstrating his extensive qualifications.
Carlos is driven by his passion for helping clients achieve their financial goals, creating tailored financial plans, and ensuring they fully understand how to manage their wealth effectively. Outside of work, Carlos enjoys spending time with his wife Ciara, cat Melanie, and family, watching sports, playing pickleball, and having fun with friends.
Plan for tomorrow
We're a financial planning agency that specializes in solutions tailored to our clients’ financial goals.
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