Biography

Sonya Dreizler is a speaker, author and consultant focused on fostering candid conversations about gender and race in financial services. She is also a subject matter expert in ESG and Responsible Investing, and a former CEO of an independent BD/ RIA.

She is a sought after speaker for national financial services conferences, writes for Morningstar and Financial Planning, and she authors Connected Investing, a popular educational newsletter covering race and gender in finance as well as her insights on ESG and responsible investing.

Sonya is a former financial services CEO with two decades of industry experience. She is a respected leader, practical thinker, and consensus-builder with excellent communication skills.

Sonya previously spent 13 years at Protected Investors of America, a boutique Broker Dealer and SEC registered Investment Adviser.  She started at the firm as an executive assistant and took on increasing roles in the firm, eventually rising to COO, and then CEO.

She previously held the Certified Financial Planner™ designation as well as the Series 7, 66, 24, and 28 securities licenses. She is a recipient of the Investment News 40 Under 40 award, is a 2018 LinkedIn Top Voices Recipient, is on the Refinitiv Social 100 list for 2020, and was in Financial Planning’s 20 people to watch for 2020. She is a member of the Racial Justice Investment Coalition, and sits on advisory boards for several industry events, initiatives, and companies. Sonya speaks frequently at conferences, including virtually, and has published articles and been quoted in numerous trade publications. You can hear her in conversation with industry leaders on top podcasts.

Sonya is on the board of CUESA, a nonprofit dedicated to growing thriving communities through the power and joy of local food. Sonya earned a BA from UCLA in English Literature and speaks fluent Spanish. She lives in San Francisco with her husband and their two sons and she enjoys traveling with her family, weight lifting, gardening, and cooking.

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How a Simple Apology Can Spark Healing and Mental Health Conversations

Learn how a heartfelt apology shared by Johnny Crowder can help you break stigma and ignite life-changing conversations about mental health and self-compassion.

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An Astronaut’s Guide on Leadership and Innovation Lessons on Earth

Explore how former NASA astronaut Dr. Leroy Chiao’s experiences in space unlock insights on leadership, innovation, and resilience for teams on Earth.

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The Future of Event Keynotes: Personalization, AI, and Interactive Storytelling

Find out how event personalization, AI-driven insights, and interactive storytelling are revolutionizing keynote speeches with business futurist Greg Verdino.

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The Power of Play: Why Entertainment Is Essential for Engagement

“Entertainment is the emotional glue that connects people to ideas.”—Robert McKee, storytelling expert There’s a shift that happens the moment someone laughs. Shoulders loosen. The room lightens. The noise of the outside world fades just...

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Designing Events That Spark Lasting Connections

Discover Wendy Porter’s proven WPE Planning Process for crafting live, virtual, and hybrid events that foster genuine connections, boost engagement, and drive ROI.

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The Best Diversity and Inclusion Speakers

Why are diversity and inclusion speakers some of the most transformative voices on stage? Because inclusion is no longer a box to check; it’s a culture to create. From boardrooms to classrooms, arenas to virtual...

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Blog Posts

 

How a Simple Apology Can Spark Healing and Mental Health Conversations

Imagine if a single, mental health–focused apology could dismantle stigma, validate someone’s pain, and launch...

Read More

An Astronaut’s Guide on Leadership and Innovation Lessons on Earth

In the boundless vacuum of space, leaders face challenges that dwarf anything encountered on Earth....

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The Future of Event Keynotes: Personalization, AI, and Interactive Storytelling

Imagine a keynote at your next event that feels designed just for your audience—where every...

Read More

The Power of Play: Why Entertainment Is Essential for Engagement

“Entertainment is the emotional glue that connects people to ideas.”—Robert McKee, storytelling expert There’s a...

Read More

Designing Events That Spark Lasting Connections

Imagine stepping into an event where every detail is designed to foster genuine human connection—from...

Read More

The Best Diversity and Inclusion Speakers

Why are diversity and inclusion speakers some of the most transformative voices on stage? Because...

Read More