Sonia works diligently 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.
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 earned a B.S. degree in psychology at Boston University. She is a candidate for CFP® certification, and she holds the Series 6, 63 and 65.
I enjoy the exposure and opportunity to learn new things. There is always something new to learn.
I’m detailed oriented. Being fluent in Spanish has also been useful.
I enjoy spending time with my family and working out.