Sonya Nolan

Sonya Nolan

Before jonining LPL in 2013, Sonya had already worked 8 years in the financial sector managing a boutique wealth management firm, conducting due diligence on large cap U.S. equity money managers for Merrill Lynch, and serving as a practice management consultant to independent financial advisors. As a LPL Private Client Consultant, she works with us on advanced investment, financial, estate, insurance and philanthropic planning issues. Sonya graduated magna cum laude from the University of Arizona, with a double major in psychology and Spanish linguistics, and earned her MBA from Georgetown University. She holds FINRA Series 7, 66, and 24 licenses and the Certified Financial Planner (CFP®) designation. With her husband, Kevin, Sonya enjoys an active lifestyle in San Diego and global travel; she has lived in Spain, and has visited more than 25 countries.