Sonja Rath

Sonja Rath
Client Service Associate

(916) 924-7527
Email Sonja

Sonja works with Kelly Brothers assisting with client service, account administration, and portfolio reporting. In addition to her core responsibilities, Sonja assists with marketing activities and event planning for the firm and Kelly. Prior to joining GBB in 2017, Sonja worked with Franklin Templeton’s Transfer Agency, and brings twenty-two years of financial industry experience to GBB.

 

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here