About
Sofia
Sofia supports a significant portion of Focus Partners Wealth’s Phoenix clients as their main point of contact, managing their paperwork and data; answering inquiries; preparing communications, forms, and packages; coordinating meetings; and facilitating financial transactions. Her attention to detail, ability to remain calm (and funny!) in the face of a heavy workload, and general tenacity are just a few things that make her a valued part of the Client Services Team.
In her spare time, Sofia enjoys taking road trips, with a bucket list goal of visiting all U.S. national parks. She also enjoys camping, hiking, kayaking, and horseback riding.
Education and Professional Milestones
-10+ years of financial services experience, most recently at Simplicity Scottsdale
Sofia supports a significant portion of Focus Partners Wealth’s Phoenix clients as their main point of contact, managing their paperwork and data; answering inquiries; preparing communications, forms, and packages; coordinating meetings; and facilitating financial transactions. Her attention to detail, ability to remain calm (and funny!) in the face of a heavy workload, and general tenacity are just a few things that make her a valued part of the Client Services Team.
In her spare time, Sofia enjoys taking road trips, with a bucket list goal of visiting all U.S. national parks. She also enjoys camping, hiking, kayaking, and horseback riding.
Education and Professional Milestones
-10+ years of financial services experience, most recently at Simplicity Scottsdale