Tony G. Somoza CFP®
Tony G. Somoza has over 35 years of investment experience managing portfolios for affluent families, charitable foundations, pensions and government agencies. Prior to joining West Oak Capital in 2016, Tony served as senior investment strategist at Comerica Bank and, previously, Santa Barbara Bank & Trust. At Comerica, Tony was the senior portfolio manager for their Wealth & Institutional Management team for the western region.
Tony’s experience includes investment-related positions at U.S. Trust Company, Bank of America and Chase Manhattan Bank. During his career, he has served as equity director, managed a taxable bond common trust fund and served on various investment and administrative committees.
Tony earned his bachelor’s degree from California State University, Fullerton and completed the Certified Financial Planner (CFP) program in 1986. Tony is a member of the CFA Institute and CFA Society of Los Angeles.
Tony spends his free time coaching his granddaughter’s softball team and playing an occasional round of golf. He and his wife enjoy travel, and Tony enjoys reading books on history and science.