Sonny Equila-Liu
Trust and Smart Advice | Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Honolulu, HI, US
- LinkedIn followers
- 500 followers
About Sonny Equila-Liu
My name is Sonny Equila-Liu, and I grew up on the leeward side of O\'ahu. I am proud to have this opportunity to help those in my community reach their financial goals. My bond with my community is important to me.At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.I would love to share with you one of my most cherished life lessons. My late mentor once told me that everyone is dealt with different cards in life and that the outcome of our life, like in a game of cards, are determined by how we play our hand. No matter where you are in life, I want to help you and your loved ones thrive and live the life of your dreams. With your team of trusted advisors, such as your tax accountant and attorney, I will collaborate with them on your personalized financial strategy.Prior to Edward Jones, I was a financial planner at a local bank where I developed and presented comprehensive financial plans to many local families. I am a proud graduate of James Campbell High School and Chaminade University of Honolulu, and I have my MBA and Bachelor of Science in accounting. I previously served on the board of the Filipino Jaycees of Honolulu.A little about me: My husband, Bricen, and I are fortunate to live in the beautiful and growing Ho\'opili community in Ewa. We are dog parents to two furballs, our Katsu (Frenchie) and Momo (Frenchie-Pug). We enjoy experimenting in the kitchen and playing Mahjong (a tile-based game). We also enjoy going to local festivals and farmers markets to celebrate and support the community. Fun fact about me, I have a rare plant collection that is mainly comprised of different types of philodendrons and aroids.With this wonderful opportunity, I would love to get to know you and learn what is most important to you. Whether your life goal is to retire comfortably, create a legacy, buy your dream home or anything in between, I want to help you get there. I would love to be your trusted instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jun 2024 — Present · Kapolei, HI, US
Education
Chaminade University of Honolulu
Master of Business Administration (MBA), Accounting
2014 — 2016
Chaminade University of Honolulu
Bachelor of Science (BS), Accounting
2010 — 2014
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