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Baobab Wealth Management

Sonja Puetzer

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Sonja Puetzer

Chief Compliance Officer

  • IAR
  • Series 65

A relationship-centered advisor bridging cultures and long-term client goals.

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Sonja is an integral part of Baobab Wealth Management with a global background shaped by twenty years in the sporting goods industry. After two decades working across markets and cultures, she transitioned into financial services to build deeper, long-term relationships with the people she serves. She is now an Investment Advisor Representative (IAR / Series 65) and brings a thoughtful, relationship-centered approach to every client conversation. Originally from Germany, Sonja met Jimmy while climbing Mt. Kilimanjaro and shares his passion for travel and adventure.