Alicia Cerruti is a Senior Manager at Sorren, serving closely held businesses, high-net-worth individuals, and nonprofit organizations with a practical and approachable mindset. Alicia specializes in tax and advisory services for S corporations, family-owned businesses, and local charities, guiding clients through entity structuring, compliance, tax planning, and financial reporting with clarity and confidence. She works closely with business owners across various industries, including construction, manufacturing, real estate, and agriculture, offering solutions tailored to each client’s specific goals. Alicia is deeply committed to community involvement and brings that same commitment to her clients. Whether she’s explaining a tax notice, identifying a planning opportunity, or simplifying complex financial issues, Alicia is known for her ability to make accounting more accessible and understandable. She’s especially passionate about supporting local charities and helping business owners succeed in today’s changing economic landscape.
Alicia is a longtime member of the Petaluma Sunrise Rotary Club, where she has served as Club President and continues to hold several leadership roles, including Petaluma Area Rotary Clubs Youth Exchange Officer. She is also involved with the District 5130 Rotary Youth Exchange Committee and the Sonoma County 4-H program. Recognized as a CalCPA Women to Watch Emerging Leader and a North Bay Business Journal Forty Under 40 honoree, Alicia is active in her profession and community. Alicia lives in Petaluma, California, with her husband and daughter. She enjoys traveling, photography, and spending time with family and friends.
Education:
Professional Designations / Civic Associations:
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
