The Lombardi Group was founded in 1996, and has since grown to connect the best professionals in CPA and Law firms across the nation. Perfect Client allows these professionals and their firms to provide the best service to their most affluent clients by generating a realm in which these professionals not only network, but collaborate. For more information you can visit myperfectclient.com, or contact Alex Sonkin at 760.602.0861 or email.
December 14, 2016
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Alex Sonkin serves as the Managing Partner for show sponsor, The Lombardi Group. Mr. Sonkin works directly with LG Managing Directors as well as LG clients in analyzing fact patterns and ensuring that the appropriate specialists are involved in designing the perfect solution(s) for each specific set of challenges. He also lead the Advanced Tax Planning Institute, one of North America’s premier educational symposiums for tax professionals.
Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Since 1994, Mr. Sonkin’s work has focused on optimizing financial portfolios, while mitigating risk and taxes. Highly sought after, Mr. Sonkin has been invited to give lectures on the topics of SUCCESSFUL RISK MANAGEMENT & OPTIMAL ASSET ALLOCATION throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway.
Mr. Sonkin began his career as a derivatives (options) trader and market maker: a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE). Having personally trained and managed over 20 professional options (floor) traders, Mr. Sonkin focused his attention on arbitrage strategies between the S&P 500 Option Pit at the CME and the SPX at the CBOE. Having participated in more than 70,000 transactions across a wide range of financial markets has given Mr. Sonkin the necessary experience and practical knowledge to create systems of creating wealth while mitigating risk.
Mr. Sonkin is a partner in San Diego Social Venture Partners and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to
the top 5% of each graduating class.
July 29, 2016This week Richard and Joe welcomed show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi Group. Since 1995, Mr. Lombardi has been developing and perfecting a business model whose primary focus is to assist leading CPAs and Financial Advisors to operate their practice more efficiently, deliver maximum value to their very best clients, and ... Continue Reading
March 7, 2013Alex Sonkin, CEO of Fact Pattern Analytics was the guest. This company provides independent analysis to the advisors of wealthy families and businesses. By combining the best in the fields of actuary, third-party administrators, plan design specialists, solution providers, medical underwriters, asset valuation specialists, experts in ERISA, asset protection, and on-shore/off-shore trust and estate planning, ... Continue Reading