Advisors at this firm
Bonnie W
CFP®, Series 63, Series 65
Orange, CA
BW & Associates, Inc.
Bonnie Wusz is a CFP® professional with 42 years of experience in financial advising. She is the principal of BW & Associates, Inc., where she has worked since 1989, and previously held positions at Girard Securities, Inc. and Cetera Wealth Services, LLC. BW & Associates provides investment management and financial planning services primarily to individuals, charitable organizations, and businesses. The firm focuses on long-term, diversified asset allocation mainly through open-end mutual funds and ETFs, delivering advice primarily on a non-discretionary basis.
Laurel H
Series 63, Series 65, Series 66
Orange, CA
BW & Associates, Inc.
Laurel Hackett is a financial advisor with BW & Associates, Inc. in Orange, CA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Her career includes roles at Girard Securities, Inc. and Cetera Wealth Services, LLC. She is a licensed notary who provides free notarizations for clients and serves as successor trustee for the Wusz Family Trust. BW & Associates provides investment management and financial planning services to individuals, charitable organizations, and businesses, focusing on non-discretionary advice with an emphasis on diversified, long-term investments in mutual funds and ETFs. The firm manages over $615 million on a non-discretionary basis and offers additional support with account administration and operational matters.
