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Contact Me

Sofia Financial

Dedicated to women on their own who want a true partner in $$ decision-making.

Phone: (610) 640-7641

Visit My Website: https://sofiafinancial.com/

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investing
  • Investment Management
  • Living in Retirement
  • Saving for College
  • Setting Up Retirement Accounts
  • Social Security
  • Socially Responsible Investing

Professional Designations

Affiliations

  • Financial Planning Association

Location

1055 Westlakes Drive, Suite 300 Berwyn, PA 19312

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Package Offers
  • Per Session
  • Percentage of Assets Managed
  • Subscription

Offers Investment Management

Yes

Offers Tax Preparation

No

Education

B.A. from Duke University, M.A. from the Johns Hopkin

Volunteer Experience

I serve on the steering committee for the Women's Economic Security Initiative, a collaborative effort coordinated by Women's Way in Philadelphia. https://womensway.org/grantmaking/wesi/

Badges

Languages

  • English

Hobbies and Interests

  • Boating
  • Cooking
  • Eating Out
  • Music
  • Reading
  • Traveling
  • Wine
  • Yoga

Who We Serve

  • Baby Boomers
  • Divorce
  • Gen X
  • LGBTQ
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Womenโ€™s Finance

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