Renee Bonsell is the Founder and Chief Executive Officer of Pharmacist Wealth, a fee-only financial planning firm based in Dublin, Ohio. She oversees the day-to-day operations of the company and manages her team of Certified Financial Planners. Renee earned her Doctor of Pharmacy degree from The Ohio State University, where she graduated summa cum laude, and she is an active member of the Financial Planning Association (FPA). In addition, Renee is a Registered Investment Advisor with the state's securities agency and she holds the Series 65 securities license.
OUR CORE VALUES
"We pledge a fiduciary oath to serve our clients' best interests at all times." — Renee Bonsell
At Pharmacist Wealth, we believe in delivering a comprehensive suite of financial planning services to help our clients live extraordinary lives. As a busy professional, we know you may be feeling overwhelmed, or maybe your finances have become more complex and you don't have the time, energy, or expertise to manage them on your own any longer. That's where we come in. We're here to take care of every aspect of your financial life, so you can focus on what matters to you.
We believe that financial planning is not a sprint; it’s a marathon, and our financial planners will serve as your coach to help you reach the finish line. We'll take the time to understand your values, needs, and concerns, and use our expertise to continually strengthen your financial plan. What you'll get is a firm with a panoramic perspective of your life and goals that collaborates with you on the future.
Pharmacist Wealth is proud to be a fee-only financial planning firm. Being fee-only is an important element of our company culture because it means that we do not believe in selling financial products, earning commissions or referral fees, or charging an hourly rate. Anything that discourages open and honest communication between the client and the advisor, we are opposed to. This is the founding principle of Pharmacist Wealth, and what guides us every day.
Finally, we believe that no person seeking a financial plan should be turned away because they have limited income, investments, or net worth. Just like our highly affluent clientele, those just starting out deserve the affordable, dedicated services of a Certified Financial Planner as well, and they deserve an environment where they feel comfortable asking any questions they may have, without fear of judgment.
As a fee-only firm, all conflicts of interest are eliminated and we are able to adopt the most innovative financial planning strategies with ease.
We have a fiduciary duty to always act in our clients' best interests. The needs of our clients must always come first, without exception.
Without commissions or kickbacks, we remain fully committed to your success at all times. We're only as successful as the clients we serve.
The heart of the fee-only model is the unbiased advice the client receives. Knowing our clients are being faithfully served is what drives our firm to succeed.