Associate Wealth Planner
Joining True North in 2023 as an Associate Wealth Planner, Sofia brings with her strong understanding of wealth planning and the various complexities it entails for clients and their families. She is deeply committed to thinking outside of the box and delivering purposeful and prudent solutions to fulfill the unique needs of our clients.
Sofia began her career at Vanguard as a Financial Planning Associate. During that time, she partnered with tenured advisors to implement and execute planning deliverables, portfolio implementation, and trading functions. Sofia acted in a client facing capacity and developed a strong desire to serve families and their various financial complexities.
The firm’s mission is Fulfilling Lives™, and Sofia supports this by striving to stay on top of financial planning trends, and to continuously expand her knowledge to be the greatest benefit to the client to help them achieve their long-term goals.
Sofia graduated from The University of Missouri with a Bachelor of Science in Business Administration, emphasis in Finance & Banking. In addition, she graduated with an Investment Certificate from the Trulaske School of Business. Outside of work, Sofia enjoys spending time outdoors, traveling as much as possible, and trying new restaurants around Dallas.