Sonny has been in and around privately owned businesses his entire life. As such, his experience in overseeing teams and understanding the needs of current and former business owners is unique to the Pinnacle Private Advisors team. Additionally, Sonny has led large teams in the corporate arena for over 10+ years across multiple industries as well. This diverse background and experience create significant value to the clients of Pinnacle Private Advisors. Pinnacle’s clients desire someone who personally understands them and financially manages their situation.
Sonny created this firm with one focus in mind: creating a team that can give comprehensive financial advice from a vantage that is unique to his experience. Understanding that affluent and high-net-worth families desire a team approach across their portfolios and outside holdings, Sonny set out to create partnerships with the industry’s leading financial custodians in Charles Schwab, and Fidelity. This broad offering gives clients something that many other firms do not have, the CHOICE in using financial tools that are based on what is most important to the clients of Pinnacle Private Advisors and not what is most important to the financial institutions.
When Sonny isn’t working, he and his wife Avneet are typically planning their next adventure abroad, trying to figure out the next restaurant they wish to patron, or visiting the golf course. They reside in San Diego but hail from the Bay Area and central valley of California. Coming from large and close entrepreneurial families, Sonny and Avneet ensure that anyone that joins the Pinnacle family, also joins theirs.