Sonia M. Maksymiuk CFP®, CDFA®
Sonia is a Senior Vice President, Wealth Management Services at Destination Wealth Management and has been in the wealth management industry since 1998.
Sonia helps clients navigate through financial decisions by providing a framework of the clients' holistic financial life. In the financial planning process, she advises clients on retirement, college funding, risk management, and life transitions. Sonia enjoys working in close partnership with individuals and families together with their trusted tax and estate planning advisors to help them realize their lifestyle, philanthropic, and legacy goals.
Prior to joining Destination, Sonia was a Wealth Manager at Wetherby Asset Management where she advised high net worth clients on wealth planning strategies and customized portfolios. Previously, as a Financial Consultant at Charles Schwab, she advised clients on asset allocation, investment diversification and financial planning. Sonia was also a Sales Associate at U.S. Trust Company after she began her financial services career as an Investment Associate at Merrill Lynch. Before entering the financial services field, she was a trader and worked in the export industry.
Born in Washington, D.C. and raised in Oregon, Sonia moved to the Bay Area in 1991. She holds a Bachelor of Arts degree in Political Science, with emphasis in International Marketing, from the University of Oregon. At Harvard University, she attended the Ukrainian Research Institute for language studies. She earned a Certificate in Personal Financial Planning from the University of California Berkeley Extension, awarded with distinction. She is a member of the Financial Planning Association of San Francisco Programs Committee and former Board Member.
Sonia enjoys travel, photography, ceramics and gathering together with family and friends.
*For more information about the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Certified Divorce Financial Analyst® (CDFA®) professional program, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.