Sonia is a CERTIFIED FINANCIAL PLANNER™ professional and holds a life insurance license in the state of New Jersey. Sonia creates personalized wealth plans that include recommendations on asset allocation, risk management, retirement planning, estate planning and tax planning strategies for clients to help them preserve and grow their wealth. Her passion lies in helping clients meet their specific goals and objectives. Sonia holds bachelor’s degrees in financial planning and business management from William Paterson University.