Sonia Dhillon, CPA, MBA
Certified Public Accountant (CPA) with over 30 years of experience in financial management, business development, and investor relations across the technology, pharmaceutical, and real estate industries. She has a proven track record of leading international operations, negotiating partnerships, and driving fundraising efforts, with a career that includes roles in International Finance and Business Development at Cisco Systems and as a CPA at Deloitte (Big 4 Global CPA firm) within the fast-paced environment of Silicon Valley. Her extensive professional footprint spans the U.S., Europe, Japan, and India, and she is the Founder and President of the Dhillon Marty Foundation, which facilitates global discussions on economic empowerment. She holds an MBA in Finance from Santa Clara University, USA, a BA in Fine Arts from Punjab University, India, and a Board of Directors Diploma from The Financial Times. A California Certified Public Accountant (CPA), she is an active member of the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants, The National Association of Estate Planners & Councils (NAEPC), Society of Trust and Estate Planners (STEP global professional body), and Financial Planning Association® (FPA®).
Values
Dhillon Marty is a financial services firm based in the heart of the Silicon Valley, California and Paris, France. We are dedicated to being an integral part of our clients’ financial independence and growth journey through all stages of personal and business life. Our firm is built on integrity, diligence and professional competency.