Sonnet L. Loftus, CFP®

Sonnet L. Loftus, CFP®

Partner

Sonnet is a partner and a CERTIFIED FINANCIAL PLANNER™ professional with Michael Roberts Associates. She has been working with individuals and business owners located all over the country since 2005, providing sound advice and service for all of their financial planning needs. She obtained her BA in economics from Bryn Mawr College, in Bryn Mawr, Pennsylvania.

Sonnet believes that life should be at the center of the financial planning process. Assisting her clients as they pass through each phase of life and helping them to work through and anticipate transitions is what she does best.

As a CFP® professional, Sonnet has completed the extensive training and experience requirements and is held to rigorous ethical standards.

In addition to being passionate about her practice, Sonnet is active in the community. She is consistently recognized for her financial experience as she is a frequent contributor to CNY 55 Plus, a magazine serving active adults in the Central New York area. Sonnet is vice president the Financial Planning Association of Central New York and is also a member of the Central New York Community Foundation Professional Advisor Council. Sonnet has served on the ARISE Foundation board of directors and is a past member of the University Neighborhood Preservation Association, having served as treasurer and as a member of the executive committee. Sonnet is a native of Cazenovia, New York.