Solutions With Sonya offers expertise in branding, positioning, and financial management of Impact Investing as well as support for managing operational efficiencies for your organization.  Sonya Dreizler founded the firm with two goals:

  • Help  financial services firms to more deeply engage their clients using Sustainable & Impact Investing.

  • Assist RIAs and other financial services firms that want to work more efficiently and scale their practices. 


Sonya Dreizler, former financial services executive and CFP® 

Sonya is a former financial services executive with 15 years of experience, most recently as President & CEO of Protected Investors of America, a Broker Dealer and SEC registered Investment Adviser. She started at Protected Investors as an executive assistant in 2004 and took on increasing roles in the firm, eventually becoming the COO, then the President & CEO, and then managed the firm's acquisition in 2016.  She is a CERTIFIED FINANCIAL PLANNER professional (CFP®) and holds various industry licenses. For a full bio, click here.

 

Sharing expertise in the following areas: 

Available for speaking engagements on the following topics:

  • Women in Finance
  • Surviving (and Thriving) through Change
  • Sustainable and Impact Investing
  • Practice Management & Time Management