Work with Sonya Dreizler, former financial services executive and CFP®
Sonya is a former financial services executive with 15 years of experience, including as President & CEO of Protected Investors of America, a Broker Dealer and SEC registered Investment Adviser. She is a CERTIFIED FINANCIAL PLANNER professional (CFP®) and holds various industry licenses. For a full bio, click here.
Solutions for Financial Services Firms
Add an Impact Investing or ESG option for your clients.
Market your existing Impact Investing offering to connect with prospects, create enduring client relationships and inspire referrals.
Increase the operational efficiency of your RIA so your financial advisors can spend more time with clients, doing they work they love.
Solutions for Technology & Investment Companies
Strategic business consulting for technology and investment management firms that offer products or services to BDs and RIAs.
Tailored educational presentations and industry expertise about the current Impact Investing & ESG landscape.
Meet Me Online at my Virtual Office Hours
Office hours are free, have no agenda, and do not require an appointment. Just show up. It might be just me and you or you might meet new friends.
Tell me your thoughts.
Ask me questions about impact investing, business operations, women in finance, or what my favorite vegetable is.
On hiatus for July 2018 - Check back August 2018
Login here for video chat. For voice only, call (563) 999-2090, Access Code 54997