Sonja joined Kochis Fitz in February 2004 as an Investment Operations Specialist. In January 2007, she was promoted to the position of Financial Planner.

Sonja is a member of the Financial Planning Association. Prior to entering the financial services profession, she worked for a small software start-up. Sonja began her career in the financial services field working for a Registered Investment Advisor in Los Gatos, California.

Sonja earned a BA degree in Mathematics from the University of California, Los Angeles. She completed the UC Berkeley Financial Planning Certificate Program in May 2006 and earned the CFP® credential in 2006.

Organization ChartOrganization Chart

Download PDF