Sonja Koppenwallner, CFP®

Sonja Koppenwallner, CFP®

Wealth Advisor

Sonja Koppenwallner, CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Advisor, has worked closely with her clients to pursue their financial goals since 2005. Her areas of specialty include, but are not limited to: Wealth Management and Strategic Asset Allocation, Retirement Planning, Insurance Protection Planning, Tax Strategies, Work Benefit Analysis, Divorce Planning, and Estate Planning. Sonja believes the key to financial success involves a systematic approach which includes the review, implementation, and follow-up of her clients’ Financial Plan. By educating and having on-going communication with her clients, she believes they will be empowered to understand their financial objectives and have confidence in meeting them.

Sonja’s extensive knowledge, guidance, and experience assists clients in defining their financial future. With the client in mind, she formulates a personalized plan that includes all areas of financial planning and is based on the client’s specific needs. Sonja works with a wide range of clients, from individuals and families to businesses and corporations.

Sonja graduated from Wesleyan University, in Middletown, Connecticut, with Honors in Psychology. She began her career in the industry with one of the largest financial planning firms prior to joining the Legacy Wealth Management Team. In 2008, she acquired the prestigious CERTIFIED FINANCIAL PLANNER™ certification, which is considered to be the standard of excellence for Financial Planning.

Sonja resides in Plantation, Florida, and is active with the local animal rescue organizations. She also competes at the local, national, and international level in open water swimming. Sonja won the USMS Open Water National Championships in 2013, 2014, 2015 and 2017. In 2016, she won the USMS National Postal Championships in her age group for the 5k and 10k. In 2014, she won the Bronze Medal at the World Masters Swimming Championships in Canada for the 3k distance. She also competes in triathlons.