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Sonja Breeding Location
Danville, CA, US
Sonja Breeding Work
Senior Vice President of Wealth Management @ (March 2026 - Present)
Vice President Investment Advice @ (July 2021 - Present)
Financial Planner @ Homewood Capital (December 2008 - April 2021)
Financial Planner @ (February 2003 - November 2008)
Sonja Breeding Education
Wharton Executive Education
CFP Board Client Psychology Program (CFP Board Client Psychology Program)
2021-2021
UCLA
Mathematics
1995-1999
University of California, Berkeley
Sonja Breeding Skills
Customer Service
Budgets
Supply Chain Management
Sonja Breeding Summary
Sonja Breeding, based in Danville, CA, US, is currently a Senior Vice President of Wealth Management at Rebalance. Sonja Breeding brings experience from previous roles at Rebalance, Homewood Capital and Aspiriant. Sonja Breeding holds a 2021 - 2021 CFP Board Client Psychology Program in CFP Board Client Psychology Program @ Wharton Executive Education. With a robust skill set that includes Customer Service, Budgets, Supply Chain Management and more. Sonja Breeding has 2 emails and 2 mobile phone numbers on RocketReach.
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