Milorad (Miki) Sobot, Cfp®
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Milorad (Miki) Sobot, Cfp® Email & Phone Number

Financial Advisor for Educators at Halliday Financial
Location: New York City Metropolitan Area, United States 1 work role 1 school
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Current company
Halliday Financial
Role
Financial Advisor for Educators
Location
New York City Metropolitan Area, United States
Company size
38 employees

Who is Milorad (Miki) Sobot, Cfp®? Overview

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Quick answer

Milorad (Miki) Sobot, Cfp® is listed as Financial Advisor for Educators at Halliday Financial, a with 38 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Milorad (Miki) Sobot, Cfp®.

Milorad (Miki) Sobot, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at Halliday Financial. Milorad (Miki) Sobot, Cfp® holds B.S. Finance from Siena College.

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Email format at Halliday Financial

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Halliday Financial

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Profile bio

About Milorad (Miki) Sobot, Cfp®

I am a CERTIFIED FINANCIAL PLANNER™ practitioner based on Long Island, New York. My team and I specialize in helping educators and their families make smart decisions with their money.I hold the designation CERTIFIED FINANCIAL PLANNER™ which means that throughout the years of being a financial advisor, I have proven the depth of my financial knowledge, and am maintaining the highest professional standards by always acting as a fiduciary and in the best interest of my clients. When it comes to a financial planning process, my team and I utilize a goals-based approach to planning. Through a strategic planning process, we help clients build and implement a comprehensive financial plan that matches their needs and goals. In my free time, I enjoy playing and coaching soccer in the NY Metropolitan area and serving as an event coordinator for a charity organization – Serbs for Serbs.

Current workplace

Milorad (Miki) Sobot, Cfp®'s current company

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Halliday Financial
Halliday Financial
Financial Advisor for Educators
glen head, new york, united states
Website
hallidayfinancial.com
Employees
38
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1 role

Milorad (Miki) Sobot, Cfp® work experience

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  • Halliday Financial
    Certified Financial Planner™
    Halliday Financial
    Jun 2018 - Present - New York, New York
    https://advisorsforeducators.com/
Team & coworkers

Colleagues at Halliday Financial

Other employees you can reach at hallidayfinancial.com. View company contacts for 38 employees →

RP Rachel Pino Rachel Pino Colleague at Halliday FinancialGlen Head, New York, United States View → GR Ginger Romero Pardlo Ginger Romero Pardlo Colleague at Halliday FinancialBrooklyn, New York, United States View → MJ Michael J Natale Michael J Natale Colleague at Halliday FinancialUnited States View → CM Christie Malmborg Christie Malmborg Colleague at Halliday FinancialClifton Park, New York, United States View → DH Diann Himes Diann Himes Colleague at Halliday FinancialGlen Head, New York, United States View → SM Sean Mohammadi Sean Mohammadi Colleague at Halliday FinancialWoodbury, New York, United States View → KZ Kasey Zoll Kasey Zoll Colleague at Halliday FinancialGlen Head, New York, United States View → MS Michael Stanton Michael Stanton Colleague at Halliday FinancialLatham, New York, United States View → JW Jessica Wilson Jessica Wilson Colleague at Halliday FinancialAlbany, New York Metropolitan Area, United States View → JK Jaden Kelly Jaden Kelly Colleague at Halliday FinancialUnited States View →
1 education record

Milorad (Miki) Sobot, Cfp® education

FAQ

Frequently asked questions about Milorad (Miki) Sobot, Cfp®

Quick answers generated from the profile data available on this page.

What company does Milorad (Miki) Sobot, Cfp® work for?

Milorad (Miki) Sobot, Cfp® works for Halliday Financial.

What is Milorad (Miki) Sobot, Cfp®'s role at Halliday Financial?

Milorad (Miki) Sobot, Cfp® is listed as Financial Advisor for Educators at Halliday Financial.

Where is Milorad (Miki) Sobot, Cfp® based?

Milorad (Miki) Sobot, Cfp® is based in New York City Metropolitan Area, United States while working with Halliday Financial.

What companies has Milorad (Miki) Sobot, Cfp® worked for?

Milorad (Miki) Sobot, Cfp® has worked for Halliday Financial.

Who are Milorad (Miki) Sobot, Cfp®'s colleagues at Halliday Financial?

Milorad (Miki) Sobot, Cfp®'s colleagues at Halliday Financial include Rachel Pino, Ginger Romero Pardlo, Michael J Natale, Christie Malmborg, and Diann Himes.

How can I contact Milorad (Miki) Sobot, Cfp®?

You can use AeroLeads to view verified contact signals for Milorad (Miki) Sobot, Cfp® at Halliday Financial, including work email, phone, and LinkedIn data when available.

What schools did Milorad (Miki) Sobot, Cfp® attend?

Milorad (Miki) Sobot, Cfp® holds B.S. Finance from Siena College.

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