Sonja Breeding

Sonja Breeding, CFP®, serves as Vice President, Investment Advice at Rebalance, LLC, based in Danville, California. In this role, she provides clients with tailored wealth management solutions, focusing on holistic financial planning and investment strategy design to help individuals retire well and achieve long-term financial security.

Sonja has nearly two decades of experience in wealth management, having previously managed over 200 client accounts and $110 million in assets at Homewood Capital Management, and held senior advisory roles at Aspiriant. Her expertise encompasses asset allocation, retirement planning, and comprehensive portfolio management, primarily serving clients in pre-retirement and retirement phases and advising on broadly diversified portfolios across equity and fixed income markets.

Sonja holds a BS in Mathematics with a Specialization in Computing from UCLA and obtained her CFP® certification from the University of California, Berkeley. She has also completed specialized training in client psychology through the Wharton Executive Education CFP Board Client Psychology Program, enhancing her ability to deliver personalized, client-focused investment advice.