Sofia Pina
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Sofia Pina Email & Phone Number

Financial Planning & Engagement Coordinator | CFP Candidate at Equitable Advisors
Location: Miami, Florida, United States 8 work roles 2 schools
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Current company
Role
Financial Planning & Engagement Coordinator | CFP Candidate
Location
Miami, Florida, United States
Company size

Who is Sofia Pina? Overview

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Sofia Pina is listed as Financial Planning & Engagement Coordinator | CFP Candidate at Equitable Advisors, a company with 3118 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Sofia Pina.

Sofia Pina previously worked as Financial Planning & Engagement Coordinator - G Financial Group at Equitable Advisors and Externship Trainee at Amplified Planning. Sofia Pina holds Bachelor In Global Governance, Economics, And Legal Order from Esade.

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Equitable Advisors

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Profile bio

About Sofia Pina

I'm a recent graduate with a background in Global Governance, Economics, and Legal Order, complemented by a Certificate in Financial Planning. My academic journey has been marked by a dedication to understanding the complexities of financial markets and strategies aimed at optimizing financial health. Driven by a passion for financial planning, I've immersed myself in learning and applying financial disciplines that help in crafting tailored strategies to meet diverse client needs. My approach combines a strong analytical foundation with a client-centric perspective, aiming to deliver solutions that enhance financial understanding and confidence. My experiences have also shaped a deep appreciation for digital innovation and public diplomacy, skills that are increasingly vital in today's interconnected world. I am keen on starting my career in financial services, where I can apply my knowledge and enthusiasm for financial strategy and planning. I am looking to connect with industry professionals to learn and grow together. If you're interested in exchanging ideas or discussing financial strategies, please feel free to reach out to me here on LinkedIn. Thank you for taking the time to explore my profile. Let’s discuss how we can collaborate to create meaningful financial solutions!

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Equitable Advisors
Equitable Advisors
Financial Planning & Engagement Coordinator | CFP Candidate
Website
Employees
3118
AeroLeads page
8 roles

Sofia Pina work experience

A career timeline built from the work history available for this profile.

Financial Planning & Engagement Coordinator - G Financial Group

Current

Miami, Florida, United States

Sep 2024 - Present

Externship Trainee

United States

In this role, I've strengthened my knowledge in key financial planning disciplines such as cash flow, investment strategies, and tax optimization, applying these skills through eMoney Advisor during client scenarios. I enhanced client reports and strategies using advanced tools like Asset-Map and Morningstar Workstation, while gaining insights from over 50.

Jun 2024 - Aug 2024

Public Diplomacy Intern

Washington, District Of Columbia, United States

At the Embassy of Spain in the U.S., I managed and optimized digital platforms for seamless operations and current information, significantly enhancing the efficiency of consular services for Spanish citizens abroad.Some of the key achievements in this role include: * Recognized by the Ambassador and Deputy Chief of Mission; received special mention from.

Jun 2023 - Oct 2023

Research Intern

Barcelona, Catalonia, Spain

In this organization, I aided the logistics and coordination of the Catalonia Model United Nations, boosting educational and diplomatic engagement. My strategic social media initiatives on UN Sustainable Development Goals expanded public awareness and engagement. Some of the key achievements in this role include: * Published two research articles for the.

Feb 2023 - Apr 2023

Foreign Policy Intern

Washington, District Of Columbia, United States

In this position, I developed policy briefs and an op-ed on lithium-ion battery technology, nominated for publication in "The Hill". I also improved stakeholder engagement by enhancing digital communications across CSPC’s network.

Jun 2022 - Aug 2022

Research Fellowship

Washington DC

I authored a detailed analysis on U.S.-Mexico security cooperation, earning recognition with the David M. Abshire Grant, reflecting my capability to produce impactful policy research.

Sep 2021 - May 2022

Business Development Intern

Barcelona, Catalonia, Spain

In my role, I drove market analysis projects at Evermine to refine competitive strategies, resulting in crucial updates to the product catalog and online presence. I also led inventory management improvements, aligning practices with broader business goals for international expansion. Some of the key achievements in this role include: * Pioneered early.

Aug 2021 - Sep 2021

Event Manager

Mexico City, Mexico

Managed a team of volunteers, devising and implementing series of interactive activities for individuals with mental or physical disabilities. Aimed to create a sense of community and strengthen interactions amongst participants and volunteers. Adjusted to a set budget per participant for each activity series and evaluated what future activities had best.

Sep 2017 - Jun 2019
Team & coworkers

Colleagues at Equitable Advisors

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2 education records

Sofia Pina education

Bachelor In Global Governance, Economics, And Legal Order

Barcelona, Spain | Singapore Management University

FAQ

Frequently asked questions about Sofia Pina

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

What company does Sofia Pina work for?

Sofia Pina works for Equitable Advisors.

What is Sofia Pina's role at Equitable Advisors?

Sofia Pina is listed as Financial Planning & Engagement Coordinator | CFP Candidate at Equitable Advisors.

Where is Sofia Pina based?

Sofia Pina is based in Miami, Florida, United States while working with Equitable Advisors.

What companies has Sofia Pina worked for?

Sofia Pina has worked for Equitable Advisors, Amplified Planning, Embassy Of Spain In Washington, D.C., Asociación Para Las Naciones Unidas En España, and Center For The Study Of The Presidency & Congress (Cspc).

Who are Sofia Pina's colleagues at Equitable Advisors?

Sofia Pina's colleagues at Equitable Advisors include Robert Blanchard, Rich Callaghan, Jr. Cfp®, John Stack, Sam Elasky, and Jesse Blauw.

How can I contact Sofia Pina?

You can use AeroLeads to view verified contact signals for Sofia Pina at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did Sofia Pina attend?

Sofia Pina holds Bachelor In Global Governance, Economics, And Legal Order from Esade.

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