Your Retirement, Your Way.
Specializing in 401(k) and 403(b) rollovers to index annuities, IUL, term life, whole life, IRA, and ROTH. Seamless, no-fee transitions — with no taxable event.
CA License
#4250742
How I Can Help You
I offer personalized financial solutions designed to protect and grow your retirement savings.
Why Work with Sonya?
Experience, integrity, and a genuine passion for helping families build a secure future.
Military-Trained Discipline
10 years of Air Force service instilled a commitment to precision, integrity, and service that Sonya brings to every client relationship.
Genuine Care
Over a decade of PTA leadership at every level demonstrates Sonya's deep dedication to community and family well-being.
Personalized Approach
No cookie-cutter solutions. Every plan is tailored to your unique financial situation, goals, and timeline.
Seamless Process
From first consultation to rollover completion, Sonya handles the details so you can focus on what matters most.
How It Works
A simple, transparent process from start to finish.
Free Consultation
Schedule a no-obligation call to discuss your financial goals and current situation.
Personalized Review
Sonya reviews your 401(k), 403(b), or pension to identify the best options for you.
Seamless Rollover
If a rollover is right for you, Sonya handles the entire process — no fees, no taxable event.
Ongoing Support
Your relationship with Sonya doesn't end at the rollover. She focuses on your needs and wants, and is happy to meet every 3 months, 6 months, or yearly for reviews — whatever works best for you.
Ready to Secure Your Financial Future?
Schedule a free, no-obligation consultation with Sonya today.