Sondra Payne, CFP®

Sondra Payne, CFP®

Retirement Planning Specialist

At Retirement Group

Sondra Payne is a financial consultant with The BlackOak Group and part of the Elite Producer Group within Equitable Advisors. 

Sondra received her Bachelor of Arts degree in 2008 from the State University of New York at Buffalo, with a concentration in Mathematics and Finance.  She began her career in the financial services industry with Equitable Advisors and has been building a successful practice ever since.  Sondra has been awarded the Retirement Planning Specialist designation from the University at Pennsylvania, Wharton School of Business and has obtained her CERTIFIED FINANCIAL PLANNER™ designation. Additionally, she’s consistently qualified for Million Dollar Round Table (MDRT), NLC, and Centurion awards. 

Sondra has made a personal commitment to concentrate on non-profit organizations, women owned businesses, small business owners, individuals, and families to assist them in accomplishing a sound and successful financial future.  Sondra’s charitable involvement includes organizing “Playing for Payne” which is an annual golf tournament, played in memory of her mother-in-law. The game’s proceeds go towards an annual scholarship for a local high school senior and to support breast cancer research.  She's also an active member of the Canisius Women's Business Center.  

Sondra, her husband Brennan, and son Camden currently reside in Hamburg, NY.  They are active members of the Springville Country Club, enjoy traveling, and spending time with family and friends.

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

The Blackoak Group is not owned or operated by Equitable Advisors

 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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