Sonja Breeding

Sonja Breeding is the current Vice President of Investment Advice and Certified Financial Planner at Rebalance. Prior to joining Rebalance, Sonja spent over eight years at Homewood Capital as a financial planner. Sonja has also worked as a financial planner at Aspiriant. Sonja has been in the financial planning industry for over 18 years and has a wealth of experience helping clients reach their financial goals.

Sonja Breeding has a degree in Mathematics from the University of California, Los Angeles, and a certification from the Wharton Executive Education program in Client Psychology. Sonja is also certified by the California Department of Insurance as an Accident, Life and Health Insurance Agent, and by the Financial Planning Association as a Certified Financial Planner.

Some of their coworkers include Nicole Cervi-McKeever - Director of Retirement Services, Christie Whitney - VP, Investment Advice, CFP®, and Scott Puritz - MD, Investment Committee Member. Their manager is Mitch Tuchman, Managing Director. Chief Investment Officer.