Client Relations & Managing Director
Sonia is originally from Australia and began her career in the travel industry, helping people design the details of once-in-a-lifetime travel journeys throughout the world. Sonia’s career then progressed to event planning and to helping people plan the particulars of major life events, such as weddings, at a world-class venue in London. When she moved to the San Francisco Bay Area in 2007, Sonia applied her love of planning to helping clients plan for one of the biggest steps in their lifetime - Retirement. She has worked with Jason to help build a client focused experience catered to the individual needs of each client. Sonia plans all client events and outreach. She also oversees all aspects of client service to ensure quality, and manages the day-to-day operations at the practice.
Sonia loves spending time with her family, you will find her on the sidelines of multiple soccer games most weekends to cheer on her girls. She has a passion for travel and loves explore new cultures and destinations with her family. Since her move to the Bay Area, she has become an avid Giants fan, but her heart still lies with Aussie Rules Football, which she grew up watching.