Sofia Financial

Sofia Financial

Financial Services Berwyn, Pennsylvania, United States 3 employees
Employees
3
Contacts
2
Emails
2
Phones
1

Sofia Financial Overview

Headquarters
Berwyn, Pennsylvania, United States
Industry
Financial Services
Employees
3
Founded
2010
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Sofia Financial

Sofia Financial is dedicated to a world where all women have the confidence to make wise financial decisions. We offer service and advice in a variety of shapes and sizes to women of all income and wealth levels. The best way to start is with a Strategy Session, a 90-minute, one-on-one in depth analysis of one aspect of your financial life. For a modest fee you get deep conversation, no sales pitch, and at least three concrete recommendations you can act on to take steps toward your goals. There is no obligation to work together afterward - and never any minimums. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and (DBA) are separate entities. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

Sofia Financial Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Sofia Financial Org Chart

Sample employees and titles
Name Title Contact
Stephanie Mccullough Financial Planner - Podcast Host
Email Phone
Janice Guinn Certified Financial Planner at Sofia
View
Janice Guinn, Cfp® Associate Financial Planner
Email

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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