Sonia Munguia
Client services Associate
Sonia grew up in Hollister, California. She graduated from San Benito High and received her
Associates of Art degree from University of Phoenix. Sonia’s professional journey began 20 years
ago with a foundational role in the medical field, where she managed the front & back office,
patient records management, accounts and billing process. Her keen analytical skills quickly
propelled her into more complex responsibilities including receiving her California Life and Health
insurance license allowing her to help clients with financial planning for Life insurance plans. As
she progressed in her career, Sonia transitioned into the financial service industry, where she
utilized her background to ensure that clients’ needs are met with precision and care. As Sonia
looks to the future, she continues to embrace new challenges and opportunities for growth. Sonia
is married to her high school sweetheart with three children, two dogs and a cat. When Sonia is not
in the office, she enjoys bike riding, hiking, walks on the beach, traveling and trying new restaurants
with her family and friends.