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Mike Sofka, Cfp®, Cpfa® is listed as Senior Vice President, Wealth Management @ Raymond James | Certified Financial Planner at Raymond James, a company with 5 employees, based in Westlake, Ohio, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Mike Sofka, Cfp®, Cpfa®.
Mike Sofka, Cfp®, Cpfa® previously worked as Senior Vice President, Wealth Managament at Raymond James and Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Mike Sofka, Cfp®, Cpfa® holds Bachelor'S Degree from Loyola University Chicago.
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AeroLeads found 2 current-domain work email signals for Mike Sofka, Cfp®, Cpfa®. Compare company email patterns before reaching out.
At Raymond James, our team's commitment to exceptional wealth management is rooted in a deep understanding of our clients' aspirations. With over a decade in the financial services industry, my expertise centers on business retirement plans, business owner planning, professional athletes and executives, ensuring a comprehensive approach to wealth strategy.Holding the esteemed Certified Financial Planner™ and Certified Plan Fiduciary Advisor™ credentials, my approach is personalized, fostering enduring partnerships with clients. This dedication reflects in meticulously tailored solutions that empower clients to envision and attain their financial futures, guided by fiduciary principles and a steadfast commitment to their success.Additionally, I am a Private Wealth Advisor. This gives me access to the Raymond James platform of powerful private wealth resources to help clients manage complexities and pursue their most visionary, far-reaching and entrepreneurial goals.Private Wealth Advisors collaborate with client’s tax and legal advisors and Raymond James home office professionals across a wide range of financial disciplines to serve the specialized needs of clients holding significant assets.
Listed skills include Benefit Plan Education, Business Owner Planning, Personal Budget Guidance, Personal Retirement Strategies, and 5 others.
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St. Petersburg, Florida, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.
Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →
Robert Agusta
Colleague at Raymond James
Atlanta, Georgia, United States, United States
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ZM
Zachary Mann
Colleague at Raymond James
Denver, Colorado, United States, United States
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ZT
Zahara Torres
Colleague at Raymond James
Greater Tampa Bay Area, United States, United States
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Andrew Spears, Cfp®, Aams®
Colleague at Raymond James
Greater Indianapolis, United States, United States
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MM
Michael Macco, Cfp®, Cima®
Colleague at Raymond James
Green Bay, Wisconsin, United States, United States
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MG
Marlena Gjyshi-Kodra, Hccp®
Colleague at Raymond James
Greater Tampa Bay Area, United States, United States
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NA
Natalia A. Morales
Colleague at Raymond James
Greater Tampa Bay Area, United States, United States
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GP
George Pettey
Colleague at Raymond James
New York City Metropolitan Area, United States, United States
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DM
David Myers
Colleague at Raymond James
Greater Tampa Bay Area, United States, United States
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TD
Thomas Demarco, Mba, Cfp®
Colleague at Raymond James
Vancouver, Washington, United States, United States
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Quick answers generated from the profile data available on this page.
Mike Sofka, Cfp®, Cpfa® works for Raymond James.
Mike Sofka, Cfp®, Cpfa® is listed as Senior Vice President, Wealth Management @ Raymond James | Certified Financial Planner at Raymond James.
AeroLeads has found 2 work email signals at @ml.com for Mike Sofka, Cfp®, Cpfa® at Raymond James.
Mike Sofka, Cfp®, Cpfa® is based in Westlake, Ohio, United States while working with Raymond James.
Mike Sofka, Cfp®, Cpfa® has worked for Raymond James and Merrill Lynch Wealth Management.
Mike Sofka, Cfp®, Cpfa®'s colleagues at Raymond James include Robert Agusta, Zachary Mann, Zahara Torres, Andrew Spears, Cfp®, Aams®, and Michael Macco, Cfp®, Cima®.
You can use AeroLeads to view verified contact signals for Mike Sofka, Cfp®, Cpfa® at Raymond James, including work email, phone, and LinkedIn data when available.
Mike Sofka, Cfp®, Cpfa® holds Bachelor'S Degree from Loyola University Chicago.
Mike Sofka, Cfp®, Cpfa® is listed with skills including Benefit Plan Education, Business Owner Planning, Personal Budget Guidance, Personal Retirement Strategies, Private Business Sales, Business Financial Strategies, Business Retirement Plans, and Retirement Income.
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