Sonia is a Partner, Chief Executive Officer, Branch Manager and Financial Advisor at Owens Estate and Wealth Strategies Group. She began her career in the industry in 2004 and her longevity provides her with an intimate knowledge and understanding of our clients’ needs, as well as an ability to foster an environment of growth and support for the entire Owens team. Her core role as a Financial Advisor allows her to spend the bulk of her time doing what she loves. Getting to know clients for who they are and what their personal goals are help guide her in providing relevant and unique advice to each individual she works with.
As Branch Manager, Sonia ensures we maintain the highest standard of excellence in following the guidelines set forth by FINRA and the SEC. She is responsible for monitoring the ever-changing regulatory environment and keeping the Financial Advisors and support staff abreast of any new requirements.
Sonia is a voting member of the Investment Committee and contributes to the investment decision process for our discretionary portfolios. She works directly with our clients to identify their individual needs and goals and formulate a path that suits their unique circumstance.
Sonia has obtained her Series 7, 9, 10 and 66 licenses, her California Insurance license, and holds the Chartered Retirement Plan Specialist designation. She has a Bachelor of Arts degree in Liberal Studies from California State University, Sacramento and is currently working towards her Master of Science degree in Economics through Southern New Hampshire University.
Born and raised in Nevada County she has deep roots here, and like most locals, she loves raising her family here along with her husband Jeff. As a member of our community, she volunteers as a liaison for Junior Achievement, bringing financial literacy programs to our local schools, and serves on the boards for the Nevada City Schools Foundation and Sierra Nevada Children’s Services. In her free time, she enjoys spending time with friends and family and doing anything that takes her near the water.