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Sofia Williams, Pfp® Email & Phone Number

Investment Advisor | Financial Planner @ Acumen Capital Partners | Personal Financial Planner at Acumen Capital Partners
Location: Calgary, Alberta, Canada 1 work role 5 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Acumen Capital Partners
Role
Investment Advisor | Financial Planner @ Acumen Capital Partners | Personal Financial Planner
Location
Calgary, Alberta, Canada
Company size
38 employees

Who is Sofia Williams, Pfp®? Overview

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Quick answer

Sofia Williams, Pfp® is listed as Investment Advisor | Financial Planner @ Acumen Capital Partners | Personal Financial Planner at Acumen Capital Partners, a with 38 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Sofia Williams, Pfp®.

Sofia Williams, Pfp® previously worked as Investment Advisor | Financial Planner at Acumen Capital Partners. Sofia Williams, Pfp® holds Canadian Securities Course from Canadian Securities Institute.

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Email format at Acumen Capital Partners

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Acumen Capital Partners

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Profile bio

About Sofia Williams, Pfp®

With over a decade of experience, the focus of my career has been to empower clients through tailored financial planning. My strength lies in forging lasting relationships and delivering exceptional client experience, ensuring that each client's unique financial objectives are met with meticulous strategy and care.At the core of my professional journey is the commitment to leveraging my Personal Financial Planner certification to create impactful financial roadmaps. Our team's collaborative approach has consistently resulted in personalized solutions that resonate with our diverse clientele, reflecting our shared mission to achieve their aspirations with integrity and expertise.

Current workplace

Sofia Williams, Pfp®'s current company

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Acumen Capital Partners
Acumen Capital Partners
Investment Advisor | Financial Planner @ Acumen Capital Partners | Personal Financial Planner
calgary, alberta, canada
Website
andrewsedc.com
Employees
38
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1 role

Sofia Williams, Pfp® work experience

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Team & coworkers

Colleagues at Acumen Capital Partners

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

GA Govind Achyuthan Govind Achyuthan Colleague at Acumen Capital PartnersCalgary, Alberta, Canada View → RZ Rod Zarchekoff Rod Zarchekoff Colleague at Acumen Capital PartnersCalgary, Alberta, Canada View → RM Robert Miller Robert Miller Colleague at Acumen Capital PartnersPort Coquitlam, British Columbia, Canada View → RL Rob Laidlaw Rob Laidlaw Colleague at Acumen Capital PartnersCalgary, Alberta, Canada View → NC Nick Corcoran Nick Corcoran Colleague at Acumen Capital PartnersCalgary, Alberta, Canada View → JG Jon Grecu Jon Grecu Colleague at Acumen Capital PartnersCalgary, Alberta, Canada View → HM Hari Mohan Hari Mohan Colleague at Acumen Capital PartnersCalgary, Alberta, Canada View → BP Brian Parker Brian Parker Colleague at Acumen Capital PartnersCalgary, Alberta, Canada View → GL Guy Lapierre Guy Lapierre Colleague at Acumen Capital PartnersPort Coquitlam, British Columbia, Canada View → SD Sapna Dhaliwal Sapna Dhaliwal Colleague at Acumen Capital PartnersEdmonton, Alberta, Canada View →
5 education records

Sofia Williams, Pfp® education

Canadian Securities Course

Canadian Securities Institute

Personal Financial Planner, Financial Planning And Services

Canadian Securities Institute

PFP

Wealth Management Essentials, Business, Management, Marketing, And Related Support Services

Canadian Securities Institute

WME

Online Series - The Wharton Wealth Management Financial Advisor Program, Banking, Corporate, Finance, And Securities Law

The Wharton School

An online course focused on wealth management, finances and relationships building with clients.

Bachelor'S Degree, Business Management

Kiev State Maritime Academy
FAQ

Frequently asked questions about Sofia Williams, Pfp®

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

What company does Sofia Williams, Pfp® work for?

Sofia Williams, Pfp® works for Acumen Capital Partners.

What is Sofia Williams, Pfp®'s role at Acumen Capital Partners?

Sofia Williams, Pfp® is listed as Investment Advisor | Financial Planner @ Acumen Capital Partners | Personal Financial Planner at Acumen Capital Partners.

Where is Sofia Williams, Pfp® based?

Sofia Williams, Pfp® is based in Calgary, Alberta, Canada while working with Acumen Capital Partners.

What companies has Sofia Williams, Pfp® worked for?

Sofia Williams, Pfp® has worked for Acumen Capital Partners.

Who are Sofia Williams, Pfp®'s colleagues at Acumen Capital Partners?

Sofia Williams, Pfp®'s colleagues at Acumen Capital Partners include Govind Achyuthan, Rod Zarchekoff, Robert Miller, Rob Laidlaw, and Nick Corcoran.

How can I contact Sofia Williams, Pfp®?

You can use AeroLeads to view verified contact signals for Sofia Williams, Pfp® at Acumen Capital Partners, including work email, phone, and LinkedIn data when available.

What schools did Sofia Williams, Pfp® attend?

Sofia Williams, Pfp® holds Canadian Securities Course from Canadian Securities Institute.

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