Market Briefs

Breaking insights on the economy, market volatility, policy changes and geopolitical events

Our Mission is to defend and grow the freedom our clients have already earned -- through disciplined risk engineering, tax-aware planning, and a culture of stewardship that helps turn prosperity into lasting impact for every generation.

Kellen Bonnafoux

Financial Advisor

12830 El Camino Real

San Diego CA 92130

(858) 677.1304

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Profile

Kellen Bonnafoux helps clients in San Diego navigate the complexities of wealth, focusing equally on helping them preserve what they have built, and thoughtfully growing it over time.
Kellen offers steady guidance through market ups and downs, Rather than chasing the latest headline, with an approach grounded in clarity, prudence, and purpose. Drawing from his experience in International Finance and Wealth Management, he believes that successful financial planning is not about making quick fortunes: it is about making thoughtful choices. He collaborates closely with clients to design financial strategies that blend preservation and growth, helping them achieve lasting financial confidence without sacrificing opportunity.
Kellen believes a great advisor relationship is built on understanding, trust, and mutual respect. He asks honest questions, provides transparent advice, and helps clients connecting their financial decisions to the lives they want to live, today, and well into the future.

Insights

Chris Hyzy, Chief Investment Officer, Merrill and Bank of America Private Bank and Matthew Diczok, head of Fixed Income Strategy for the Chief Investment Office (CIO)

Conversations with Chris: What’s up with the 10-year Treasury yield?

Market Brief: What’s behind the Fed’s rate-cutting pause?

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About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.