Sonny Kothari
Wealth Management Advisor, Managing Director at Merrill Lynch
Based in Brea, United States
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Seniority
Director
Department
Finance & Accounting
Location
Brea
Industry
Financial Services
Company size
35K
Contact information
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s•••••••@ml.com
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Background
About Sonny Kothari
Sonny Kothari - Managing Director, Wealth Management Advisor - CIMA® and CRPC® Sonny graduated from University of California, Santa Barbara with a Bachelor's degree in Business Economics. He joined Merrill Lynch Wealth Management in 1990 and is Managing Director, Wealth Management Advisor. Sonny's areas of focus are: wealth planning and implementation strategies, and conducting client review meetings. He lives in Fullerton with his wife and 3 daughters.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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