Heron Wealth
New York City NYC Financial Planners Wealth Advisors & Investment Advisers
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Sonia Kraus FPQP®

 
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Sonia Kraus FPQP®, Associate Advisor. Sonia works closely with our clients on an ongoing basis to manage the complexity of their financial lives, educate on the use of our planning tools.

Sonia gathers information regarding client finances, organizes financial plans, prepares reports and completes special projects as needed.

Sonia supports advisors at our firm including preparing for client meetings, planning updates, portfolio changes and reviews, information gathering, portfolio returns and implementing recommendations.

Sonia is a graduate of Baruch College with a BBA in Accountancy and was recognized by the Sigma Alpha Delta Honor Society for academic excellence. Sonia holds a certification as a Financial Paraplanner Qualified Professional - FPQP®.