VICE PRESIDENT, INVESTMENT ADVICE, CFP®
Sonja Breeding is a Certified Financial Planner who brings nearly twenty years of wealth management experience to Rebalance. In her role as a Vice President of Investment Advice, Sonja provides our clients with the guidance they need to Live Well and Retire With More.
Sonja is passionate about working with clients to provide a personalized financial roadmap, ensuring that they stay on the best financial path for their own life situations.
Before joining the Rebalance team, Sonja spent over 12 years as a Financial Planner and Investment Advisor with Homewood Capital Management, where she was responsible for the financial planning, investment management and servicing of over 200 client accounts with approximately $110 million in assets under management. She also has worked for Aspirant as a Senior Associate Wealth Manager.
Sonja is based in the San Francisco Bay area. She graduated from UCLA with a BS in Mathematics with a Specialization in Computing, and received her Certification of Financial Planning (CFP®) from the University of California, Berkeley.
When she is not helping Rebalance clients map out a successful financial future, Sonja enjoys spending time with her husband and two daughters, their mini zoo of pets, gardening, cycling, yoga, and dusting off her German with friends and family.