Kesia Sondrini

Kesia Sondrini is Managing Director and SVP of Advisor Relationship Management at Capital Wealth Planning, LLC, a Naples, FL-based SEC registered investment advisory firm. In this role, she serves as the primary liaison between CWP and its broker/dealer partners, leading the National Coverage Team and driving strategic business development initiatives. Kesia oversees internal sales, marketing, and communications, ensuring partners and internal teams are aligned on company strategy and product updates.

Kesia specializes in income-oriented investment strategies, with a focus on actively managed, tactical separately managed accounts (SMAs) and covered call strategies. Her expertise spans high net worth individual retirement accounts, endowments, non-profit organizations, pensions, profit sharing plans, trusts, estates, and corporations. She is instrumental in the firm’s implementation of proprietary portfolios such as the Enhanced Dividend Income Portfolio, ESG Enhanced Dividend Income Portfolio, ETF Covered Call Portfolio, and Covered Call Overlay Service.

With nearly 25 years of experience in the financial services industry, Kesia has held leadership roles at major institutions including Wells Fargo and HSBC, where she built a track record of exceptional performance, coaching, and team leadership. She holds a Bachelor of Science degree in Finance from the University of Massachusetts, Dartmouth. Kesia is recognized for her contributions to CWP’s growth and for her advocacy of women’s career advancement in finance.