Broker Check
Sonja Harris

Sonja Harris

Financial Planner

In 2007, Rosenthal Wealth Management Group recruited Sonja Harris while she was attending the College of William and Mary.  After she completed her double major in Psychology and Sociology, she turned her focus to financial services and became a full-time member of our team. She is a financial professional with a focus on helping clients achieve their investment and retirement objectives. Sonja is currently working on her Certified Financial Planner certification, while being mentored by Larry Rosenthal and the RWMG team on advanced financial planning techniques. Along with taking care of her own clients, she is responsible for many regular reviews and client servicing for senior members of the team.  She looks forward to providing guidance to clients and their family members for years to come while helping them accomplish their financial goals along the way.

A Pennsylvania native, Sonja moved to Virginia in 1996 and currently resides in Gainesville with her wonderful husband, Shaun and their daughter, Avery.

    Download Part 2B of Sonja Harris's Form ADV: Brochure Supplement

   Download Part 2A of Voya Financial Advisor's Form ADV: Firm Brochure