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Sunday Peters

Advisor at Sobora Capital

Updated today
Sobora Capital logo

Firm

Sobora Capital

Location

Pleasanton, CA 94588

Credentials

Series 63, Series 65

Industry experience

9 years

About

Sunday Peters is the principal of SOBORA Capital and holds Series 63 and Series 65 licenses with nine years of industry experience. His prior work includes roles at Security Industry Specialists, Inc. and various SOBORA entities dating back to 2016. Peters also holds California real estate, mortgage, and insurance licenses and provides related services through affiliated SOBORA entities. SOBORA Capital offers non-discretionary investment management, capital-markets advisory, and financial planning primarily to institutional and business clients, including pension plans, endowments, and firms in real estate, construction, and engineering. The firm combines investment advisory with mortgage, real estate, and insurance services and provides ERISA plan consulting and participant education.

Client services

Based on Sobora Capital

Financial planning Portfolio management Pension consulting Educational seminars or workshops
Financial consulting, private placements, project financing

Expertise

Based on Sobora Capital

Wealth management Real estate investing Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Occupation focus

Based on Sobora Capital

Founder/Business Owner Technology Professional

Fee options

Fixed

Flat fees ranging from $1,000 to $25,000 for financial planning services depending on complexity; $500 annual review fee

Percentage

$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.70% $20,000,001 - $30,000,000: 0.60% $30,000,001+: 0.50%

Project-based

$150 to $300 per hour for financial planning and consulting

Other

Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 Fee-only: Fee-only investment advisory firm; no commissions accepted for portfolio implementation

Location

4900 Hopyard Road, Suite 100

Pleasanton, CA 94588

Most active in

California

Work history

Security Industry Specialists, Inc.

2022 - Present (4 years)

SOBORA, Inc.

2022 - Present (4 years)

SUNDAY PETERS dba SOBORA Capital Markets

2021 - 2022 (1 year)

SOBORA LLC dba SOBORA Capital

2017 - Present (9 years)

SUNDAY PETERS dba SOBORA

2016 - 2021 (5 years)

AlliedUniversal

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Sri K

CFP®

Fremont, CA

Encover Personal Finance

I am a seasoned technology professional and an entrepreneur based in Silicon Valley. I have experience starting and running a software company that was venture-funded and subsequently acquired by a public company. During my high-tech career, I got intrigued by money matters such as savings, investments, insurance, taxes in order to achieve my family's financial goals. Out of curiosity, I spent time reading and researching various aspects of personal finance. I realized that there are a growing number of financial options available with increasing complexity in these choices. My passion towards financial planning ultimately resulted in pursuing formal education in financial planning, subsequently completing the CFP Board requirements to be a CERTIFIED FINANCIAL PLANNER® Professional. I launched Encover Personal Finance in 2018, primarily to help technology professionals achieve their financial life goals based on my own experience. I believe in serving clients honestly and transparently in a conflict-free manner. https://www.encoverpersonalfinance.com/about

Cash flow / budgeting College savings (529s, UTMA, etc.) Self-Employed Technology Professional Mid-Career Professionals Gen X (Born 1965-1980)
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Megan R

CFP®, Series 65

Dublin, CA

Megan Rouse Financial Planning

General retirement planning Social Security optimization Tax strategies for small businesses Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting
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Kautilya P

Series 65

Newark, CA

Cow Capital Inc

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) Cross-border & expatriate issues

Faith C

CFP®

Newark, CA

Chrysalid Financial, LLC

Faith is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Chrysalid Financial. Our clients: We serve high achieving mid-career women in Tech with equity compensation. Whether you are too busy to manage your complex finances, feel overwhelmed by decisions about your equity compensation or wondering if your finances align with your goals, we’re available to assist as a trusted advisor. We offer expert guidance to optimize your complex finances and navigate the milestones and multi-faceted decisions stemming from your RSUs, Stock Options, ESPP and company stock. We help you: • Strategize for and optimize equity compensation. • Leverage your compensation to achieve your financial goals; whether it’s buying a home, taking a sabbatical or financial independence. • Understand, maximize and utilize employee benefits. • We manage your investments to align with your financial goals. Why Partner with Us? • Collaborative Process: Together we collaborate to optimize your complex finances. • Emphasis on you: Emphasis is on you, the future you envision, helping attain it! • We’ve walked in your shoes: As seasoned high achieving professionals in a dynamic landscape. Managing a demanding career, a busy personal life and navigating key equity compensation milestones. Want to find out more about our services, approach and how we can work together? Schedule an Introductory Call at: https://chrysalidfinancial.com/book-consultation/ Faith’s professional and educational background: Prior to Launching Chrysalid Financial Faith counseled high net-worth families with cross-border lifestyles and finances. As a former spouse to a technology professional, she brings personal experience to helping clients navigate decisions regarding equity compensation and the myriad of other employee benefits specific to the Tech industry. Previously, Faith provided consulting and research services to pension plans, foundations and endowments for 19 years as an investment professional and employee benefits consultant. Faith has an MBA in Finance from the University of Chicago Booth School of Business and has BSc. Degrees Information Systems and Business Administration. In addition to being a CFP® professional, she is a member of the Financial Planning Association, through which she volunteers as a pro-bono financial planner. Having lived on four continents and worked on three, Faith likes to travel in her free time – sampling new cuisines along the way.

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Women Professionals Gen X (Born 1965-1980)
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Prasant S

CFA®

Fremont, CA

Mission Peak Investors, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement income strategy College savings (529s, UTMA, etc.)
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Michael P

CFP®

Danville, CA

Power Investing

Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General tax planning Passive / index investing
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