As a Financial Professional, Sonali values assisting families with anything from asset protection to complete financial strategies. She uses a comprehensive approach to developing a customized financial strategy tailored to her client’s goals and objectives. Her passion is to educate families about personal finances and to raise awareness of alternative investment opportunities. Sonali has extensive experience working alongside IT and Healthcare experts, as well as with business owners. The pursuit of life-long learning centered on personal growth and professional development is a value Sonali holds dear to. She serves as a Board Member with SAIVA (South Asians International Volunteer Association), a local non-profit organization, as well as volunteers with IACT (Indian American Coalition of Texas), HC4A (Hindu Charities for America, & Chinmaya Mission Austin.
6806 Bee Caves Rd, Suite 1c
Austin, TX 78746
635 Dixie Dr, Suite 3
Lake Jackson, TX 77566