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Sonny Kothari

Sonny Kothari

Formal First Name
Sonny
Link
LinkedIn
Location
California

Sonny Kothari, CIMA®, CRPC®, Managing Director and Wealth Management Advisor of The Kathari Group at Merrill Lynch, has been with the firm since 1990. His areas of focus include wealth planning, implementation strategies, and conducting client review meetings. Throughout his career, Sonny has been continuously recognized as a top advisor by financial publications such as Forbes and Barron's magazine.

Professional Experience

Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2016–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Barron's Top 1,200 Financial Advisors, 2015–2020


Certifications and Designations

Warnings and Disclaimers

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