Paul Sonnier is a Monterey Bay native and has been working in the financial industry in various capacities since 2010. He proudly serves business owners, medical professionals, attorneys, military personnel, and families by establishing their financial health and guiding them through critical planning decisions. Paul enjoys working with clients who understand that effective financial planning is founded on vision and consistent action. His practice is defined by creating cohesion between a client's CPA, attorney, and other professionals.
At WestPac, Paul practices holistic planning, believing multiple financial instruments must be deployed to achieve each client's goals. At Morgan Stanley, he received extensive training on investment and asset management. Paul is currently pursuing the Certified Exit Planner (CExP) designation in order to help business owners create a lasting legacy.
In addition to a finance MBA, Paul has a graduate education in applied linguistics. He has played and coached hockey at all levels for 15 years. He is also an avid chef and proponent of language education, with six years experience teaching undergraduate courses in German and Spanish.
He spends his weekends with his great-grandparents, Eustolia (94) and Augustin (93). He proudly descends from immigrants and credits them for his work ethic and respect for others. His mother, Eydie, owns a marriage and family therapy practice in Portland, while his brother, Cody, practices physical therapy in Long Beach.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0L23943| 2021-128415 Exp. 10/23