Head Of Operations - Trustworthyplans.Com
Affinity Wealth Concepts
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Sal Sofia Email & Phone Number
Head of Operations - Trustworthyplans.com
at
Affinity Wealth Concepts
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✓ Verified August 2026
3 data sources
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Current company
Role
Head of Operations - Trustworthyplans.com
Location
Delray Beach, Florida, United States
Who is Sal Sofia? Overview
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Quick answer
Sal Sofia is listed as Head of Operations - Trustworthyplans.com at Affinity Wealth Concepts, based in Delray Beach, Florida, United States. AeroLeads shows a matched LinkedIn profile for Sal Sofia.
Sal Sofia previously worked as President, Multi-Marketing Agency For Insurance and Real Estate Agents at Affinity Wealth Concepts Llc. and Founder at The Family Realtor™. Sal Sofia holds Business Administration And Management, General from Herbert H. Lehman College.
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Affinity Wealth Concepts
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Profile bio
About Sal Sofia
I leverage over 35 years of investment, financial and estate planning experience along with my extensive knowledge of senior care solutions to provide high value-add services to my clients and partners.I am also the CEO of Affinity Wealth Concepts where we specialize in generational wealth building, asset protection, and lifestyle security. I have developed customized insurance, financial planning, and accumulation products that match the specific needs and goals of individuals, executives, and companies. My mission is to help people prepare for the inevitable threatening situations that can destroy what they have and planned for.As an estate planning trainer at Affinity Wealth Concepts LLC, I help real estate professionals become proficient in estate planning to maximize their lead generation and add supplemental income. I am licensed in life insurance, Medicare, annuity, property insurance and hold a FL. real estate license.
Listed skills include Leadership, Estate Planning, Financial Advisory, Public Speaking, and 24 others.
Current workplace
Sal Sofia's current company
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15 roles · 42 years
Sal Sofia work experience
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President, Multi-Marketing Agency For Insurance And Real Estate Agents
Founder
Current
The Family Realtor™
Realtor centric estate plan facilitation marketing and lead generation program.
Aug 2024 - Present
Estate Planning Administration (For The Real Estate Industry)
CurrentTraining Real Estate professionals and Notaries to become proficient in Estate Planning to maximize their lead generation and add supplemental income through generational planning and a continuum of sales.
Jan 2023 - Present
Ceo. / Independent Advisors
CurrentGenerational Wealth Building, Asset Protection, Lifestyle Security
Mar 2021 - Present
Realtor®
Current
Mar 2010 - Present
Executive Vice President
Mar 2020 - Mar 2021
Director Of Financial Services
Financial Services and Insurance Consultant serving the high net-worth client group for one of the oldest and largest privately held insurance brokerage firms in America focused on the complex needs of the affluent clientele. Perform advanced financial, insurance and estate evaluation, risk management solutions and employee benefits services to businesses and individuals, with particular expertise in working with high-net worth individuals and families. Develop new commercial account clients and cross sell all agency products. Created agency training systems and protocols for CSR's and producers for multi-lines cross sale to Life, LTC, DI and other financial products. Strategic marketing systems that developed new relationships increasing business retention and driving new business into the agency book.
2003 - 2007
~4 yrs
Wealth Manager, Insurance Advisor
Team leader and director of agency unit in career agency system. Field underwriting training, underwriting, case design, illustration support, prospecting strategies, sales closing support.Rookie of The Year Award 2000
Sep 1999 - Nov 2003
Managing Director, Agency Operations
Responsible for profitable agency growth in terms of insurance production, agency producer retention, premium growth, lapse and persistency rates. Led agency in region for recruiting, sales volume. Presidents Conference, Leaders Club, Agency Growth Award, MDRT agency qualifiers.
Jun 1991 - Sep 1996
Insurance Agent
Sep 1988 - Oct 1990
Retail Store Manager
Sep 1986 - Dec 1988
National Service Manager
Pentax Medical Americas (Pentax Precision Instruments)
Led a team of Fiber-optic Endoscope technicians, Administrative Assistants, and National Sales Reps as Company National Service Manager. Responsible for swift repairs and returns of all company endoscopes, coordination of returns and relationship building and support of physicians needing Pentax Endoscopes in excellent working condition to be used on their patients.
1985 - 1986
~1 yr
Sales Executive
May 1981 - Aug 1984
Service Manager
Sep 1975 - Jun 1980
1 education record
Sal Sofia education
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Herbert H. Lehman College
FAQ
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What company does Sal Sofia work for?
Sal Sofia works for Affinity Wealth Concepts.
What is Sal Sofia's role at Affinity Wealth Concepts?
Sal Sofia is listed as Head of Operations - Trustworthyplans.com at Affinity Wealth Concepts.
Where is Sal Sofia based?
Sal Sofia is based in Delray Beach, Florida, United States while working with Affinity Wealth Concepts.
What companies has Sal Sofia worked for?
Sal Sofia has worked for Affinity Wealth Concepts, Affinity Wealth Concepts Llc., The Family Realtor™, Palm Beach Prosperity Group, and Exp Realty, Llc.
How can I contact Sal Sofia?
You can use AeroLeads to view verified contact signals for Sal Sofia at Affinity Wealth Concepts, including work email, phone, and LinkedIn data when available.
What schools did Sal Sofia attend?
Sal Sofia holds Business Administration And Management, General from Herbert H. Lehman College.
What skills is Sal Sofia known for?
Sal Sofia is listed with skills including Leadership, Estate Planning, Financial Advisory, Public Speaking, Fixed Annuities, Insurance, Retirement Planning, and Sales.
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