ASSOCIATE, CLIENT ADVISORY

Sonia Mejia


Sonia is an Associate on the Client Advisory Team where she works with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ total balance sheet approach. She helps to coordinate and administer ongoing family office relationships for the firm.

ASSOCIATE, CLIENT ADVISORY

Sonia Mejia


Sonia is an Associate on the Client Advisory Team where she works with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ total balance sheet approach. She helps to coordinate and administer ongoing family office relationships for the firm.

HISTORY


Sonia joined TwinFocus after earning valuable experience servicing affluent client families and high net worth individuals within another Boston based financial services firm. Having a strong desire to ensure her clients receive the highest level of attention, her role was dedicated to working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives. Sonia was the lead point person for client relationships where she exemplified personal attention and management of client solutions.

EDUCATION


Sonia earned a Bachelor of Science degree in Psychology at Boston University. She is a candidate for CFP certification. Sonia holds both the Series 6 and 63 and is a duly Registered Investment Advisor.

OUTSIDE THE OFFICE


Outside of work, Sonia enjoys doing Zumba, exercising, and sharing time with her family.