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.

Read More

Videos

Request Availability

Blog Posts

Mental Health Awareness: The Mark of a Modern Workplace

🌎✨ As we recognize World Mental Health Day, we're shining a spotlight on critical mental...

Read More

What’s Holding You Back from Managing Your Energy Effectively?

Have you ever wanted to get more energy in your day-to-day activities? https://youtu.be/hltabhE0QRM Have you...

Read More

Use Improv as a Mindfulness Practice and Improve your Well-Being

🌟 Mental Fitness Through Improv & Mindfulness 🌟 https://youtu.be/xuAhzUGZ438 Mental fitness is not just about...

Read More

Innovative Event Strategies to Inspire Your Attendees with Courtney Mesmer

https://youtu.be/1erTgGFdyW8 Watch this week’s podcast episode here: YouTube • Spotify • Apple Podcasts • Amazon...

Read More

Valuable Life Lessons from Parenting & Overcoming Failures

Learn valuable life lessons from overcoming failure and parenting https://www.youtube.com/watch?v=NJTIi-nhq60&list=PLXTlGHk63lLgbS8LN-PENXDzwMdqWAnOm "Life’s greatest lessons come from...

Read More

Pink October: Breast Cancer Awareness and the Power of Healing Our Emotional Histories

Pink October: Understanding the Connection Between Emotional Health and Breast Cancer This newsletter is brought...

Read More

Related Speakers

Reviews & Ratings

Here's how toHit the mark with the perfect speaker!

1. Schedule a call

We’ll connect so we understand your needs to curate a selection of great speakers.

2. Book your speaker

We’ll manage all the details so you will be confident with your choice.

3. Wow your audience

Inform & educate your participants to ideas that transform their work & personal life.

Schedule a Call

Blog Posts

 

Mental Health Awareness: The Mark of a Modern Workplace

🌎✨ As we recognize World Mental Health Day, we're shining a spotlight on critical mental...

Read More

What’s Holding You Back from Managing Your Energy Effectively?

Have you ever wanted to get more energy in your day-to-day activities? https://youtu.be/hltabhE0QRM Have you...

Read More

Use Improv as a Mindfulness Practice and Improve your Well-Being

🌟 Mental Fitness Through Improv & Mindfulness 🌟 https://youtu.be/xuAhzUGZ438 Mental fitness is not just about...

Read More

Innovative Event Strategies to Inspire Your Attendees with Courtney Mesmer

https://youtu.be/1erTgGFdyW8 Watch this week’s podcast episode here: YouTube • Spotify • Apple Podcasts • Amazon...

Read More

Valuable Life Lessons from Parenting & Overcoming Failures

Learn valuable life lessons from overcoming failure and parenting https://www.youtube.com/watch?v=NJTIi-nhq60&list=PLXTlGHk63lLgbS8LN-PENXDzwMdqWAnOm "Life’s greatest lessons come from...

Read More

Pink October: Breast Cancer Awareness and the Power of Healing Our Emotional Histories

Pink October: Understanding the Connection Between Emotional Health and Breast Cancer This newsletter is brought...

Read More