Sonia DiCiaccio joined PSBtraining after recently retiring from 22 years with Merrill Lynch. Together with her partner, who is also her husband, she built a multi-million dollar practice of high net worth clients from the ground up. Their business is 93% annuitized. Sonia and her partner were among the first advisors to participate in PSBtraining when the program was in its beginning stages. As a recipient of the training and skill sets taught, she and her husband propelled their business to the successful practice that it is today, by increasing their production by more than five times. Being married to her business partner affords Sonia the ability to join PSBtraining in order to devote all of her time to training financial advisors the concepts that have brought her such success.

Sonia can be reached at:
(626) 808-6504