Advisory Board Member Sonja Strzoda
California Financial Educators Council

Financial services executive and nonprofit board professional Sonja Strzoda has more than 25 years of experience in the global asset management and financial services industries, working with boards, senior executives, and major investors. She was most recently with ColumbiaThreadneedle Investments (a subsidiary of Ameriprise Financial) where she served as Director of Consultant Relations and facilitated the re-engineering of the global consultant relations effort.

Previously, Advisory Board Member Sonja Strzoda was Senior Vice President for Putnam Investments, where she worked as part of the global sales team and re-established the firm’s brand in the institutional marketplace. Earlier roles and positions included Vice President at Robeco Investment Management, Principal at Bradford & Marzec, Inc., a privately held institutional fixed income manager, PIMCO, and Dean Witter Reynolds (Morgan Stanley).

Strzoda currently sits on the Boards of WISE (Women Investing in Security and Education), NuVision Federal Credit Union where she serves on the Asset and Liability Committee and CEO Compensation Committee, and Working Wardrobes where she is a member of the Governance and Strategic Planning Committees and Chair of the Audit Committee.

Sonja received her MBA with an emphasis in finance from California State University, Long Beach, where she was the first woman portfolio manager on the University’s Student Managed Investment Fund. She earned her BS with a major in economics from the University of California, Irvine. Strzoda is also a CERTIFIED FINANCIAL PLANNER® professional and has held FINRA Series 7 and 63 licenses.

Sonja Strzoda’s background and wealth of experience make her a much-appreciated contributing member on the California Financial Educators Council’s Advisory Board.

Selected members of the California Financial Educators Council Advisory Board are individuals who support us in our commitment to widely spread financial wellness resources across the state of California. They share our goal to donate financial wellness programming at the community level in initiatives that can be sustained and taken to scale.

Board Members who pass the rigorous selection criteria are professionals with a demonstrated commitment to building financial wellness in their communities. Individuals with the following traits are considered: