Sonya Dreizler - Here's My Story
I frequently encourage my clients to "tell stories." Here are some of mine. If you're looking for my traditional professional bio, scroll down past the photos.
My Impact Story: When I was eight years old, I wrote a book about a woman who invented a car that cleaned the air by running on smog. Her company was a brilliant success, healed the planet, put the gas-fueled car makers out of business, and made the inventor lots of money. I was an impact investor since before the term existed. This shouldn't be a surprise since my dad was one of the first SRI advisors in the country. Today I’m just as passionate about impact investing as I was at eight years old, though slightly more pragmatic. I love to meet firms where they are at in regards to their ESG or Impact Investing experience, and help them take the next steps forward in creating or marketing impactful portfolio solutions for clients.
My Operations & Efficiency Story: My first job in financial services was as an executive assistant to the CEO of a BD/ RIA. I didn't want to work in financial services, but made a one year commitment to the CEO who hired me. She had a lot of faith in my ability to learn; she threw me into the deep end with a standing invitation to ask her as many questions as I wanted. I did well and she gave me more responsibilities and encouraged me to restructure and create efficient processes and procedures in each department. I slowly moved up the ranks to VP, and eventually was named COO, reorganizing every department in the firm along my way. After 5 years as COO, when the CEO left, I applied for and got the CEO role, the same role that had hired me into the company 12 years prior. Now I enjoy taking that hard earned "hands-on" COO knowledge, combining it with my CEO perspective, and using those skills to help RIAs and financial services firms to optimize their businesses so they can spend more time with clients, doing work they enjoy.
When I’m not working, you’ll find me hanging out with my kids and husband, enjoying the Farmers Market, travelling to exciting places (most recently to Fiji!), chairing the board at CUESA, and always learning new things.
Want one more story? Here's one I wrote about how my mom's entrepreneurship inspired mine.
Sonya Dreizler- Professional Bio
Sonya Dreizler, the founder of Solutions With Sonya, enables financial services firms to launch, grow, and position Impact Investing, SRI, & ESG products and services. Sonya is a former financial services CEO with 15 years of industry experience and enjoys helping financial services executives to grow their businesses and tackle complex business issues. She is a subject matter expert in the rapidly growing field of Impact Investing and writes a popular weekly educational newsletter covering the latest developments in Impact and ESG investing, as well as terminology, interviews, and business tips.
Sonya is a respected leader, practical thinker, and consensus-builder with excellent communication skills and deep experience in Independent Broker Dealer and Investment Adviser management. Her areas of expertise include sustainable and impact investing, streamlining operations, business development & oversight, BD/RIA regulation & financial reporting, and small business marketing strategy.
Sonya previously spent 13 years at Protected Investors of America, a boutique Broker Dealer and SEC registered Investment Adviser. She started at the firm as an executive assistant and took on increasing roles in the firm, eventually rising to COO, and then CEO. For in depth details on her work experience, please see her LinkedIn profile.
She is a CERTIFIED FINANCIAL PLANNER™ and previously held the Series 7, 66, 24, and 28 securities licenses. She is a recipient of the Investment News 40 Under 40 award, speaks frequently at conferences and has published articles and interviews in numerous trade publications.
She serves on the advisory board for the Investment News Women Adviser Summit, and informally advises a number of other financial services conference organizers and committees.
Sonya is the board chair of CUESA, a sustainable agriculture and education non-profit and also volunteers with Friends of the Urban Forest and JVS. Sonya earned a BA from UCLA in English Literature and speaks fluent Spanish. She lives in San Francisco with her husband and their two sons and she enjoys travelling with her family, learning martial arts, and fruit and vegetable gardening.