Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Berwyn, PA, US
Profile Type
Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$75,000.00
# of Accounts
30
Avg Client Age
55
Overview

Sofia Financial is dedicated to a world where all women feel empowered to make wise financial decisions. My focus is to provide holistic financial planning to professional women. I have deliberately designed my service menu to be able to work with people in different ways - planning one, one-time to full plan, or planning plus investment management. I have been in the business 20 years but operating as Sofia Financial 8 years. I use content marketing and speaking engagements as marketing, along with active networking in the Philadelphia area and nationally.

I love my work and would like to find a situation that would allow me to grow unencumbered by compliance burdens or operational constraints. I'm here because I'm curious about potential partnerships with like-minded advisors to achieve efficiency and scale.

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