Sonya Dreizler is the founder of Solutions With Sonya. She enjoys helping financial advisors and financial services executives to grow their businesses and tackle complex business issues.
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 contract negotiation.
She is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 7, 66, 24, and 28 securities licenses.
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 volunteer board member 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 and some Portuguese. 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.