Sonny Blanchard (CFP®, CPA, CPA/PFS)

Sonny Blanchard focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Have you ever asked yourself these questions?

  • How do I best integrate my business and personal finances while managing cash flow?
  • How do I transition from employee to self-employed?
  • How do I protect my personal assets from my business activity?
  • What insurance do I need to protect my family and my business?
  • How do I pay myself from by business? How much?
  • How do I select the right legal and tax entity for my business?
  • How do I save for retirement? How much? What type of plan is best?
  • What are my tax obligations? How do I pay less taxes?
  • Do I need to make estimated payments? What are estimated payments?

These questions are exactly the ones that require a professional with the right education, credentials, and experience to answer. And who better to partner with than someone who understands the trials and rigors of small business ownership and entrepreneurship? Let us help you navigate through the tough financial decisions so you can continue to Focus on Your Passion.

Get a free consultation with me by calling (346) 239-1401, emailing me at, or by visiting our website at

Additional Information

As a Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER™ professional, I am uniquely positioned to help small business owners, entrepreneurs, and young executives find clarity, direction, and purpose in their financial lives.

My career has taken me down a variety of paths, but it has always been important to be to share my knowledge and experience with others like me. I'm talking about you highly motivated self-starters, entrepreneurs, and decision-makers. You find satisfaction in a hard day's work, and you push yourself to your limits. You're out there creating, selling, directing, motivating, and changing the world. You find joy in serving others.

This is exactly why I got into the business of helping people and why I enjoy what I do. I love the challenge of educating and advising you on the intricacies of managing your personal and business finances as well as discovering and implementing solutions that help you reach your financial goals.

NAPFA Start Date

January 31, 2019


This Office

121 Farm to Market 359 Richmond, TX 77406 Phone: (346) 239-1401