About
Sophia
Sophia brings to Focus over a decade of industry experience, helping clients to navigate to and in retirement, as well as insurance planning, wealth transfers, charitable gifting strategies, and succession planning for small business owners. Sophia is passionate about supporting her clients through each stage of life and aims to provide value to her clients by delivering tailored strategies to help them pursue their goals.
Sophia held positions at Benefit Financial Services Group, Merrill, and Capital Group (Private Wealth Services) prior to joining Focus.
Whenever possible, Sophia spends time with families in Taiwan, Germany, and Canada, where she loves to cook, hike, shop, and simply enjoy being with family and nature. Sophia also speaks multiple languages fluently in addition to English: Mandarin, German, Japanese, and Korean.
Education and Professional Milestones:
-University of California, Irvine - bachelor’s degree in international business
Sophia brings to Focus over a decade of industry experience, helping clients to navigate to and in retirement, as well as insurance planning, wealth transfers, charitable gifting strategies, and succession planning for small business owners. Sophia is passionate about supporting her clients through each stage of life and aims to provide value to her clients by delivering tailored strategies to help them pursue their goals.
Sophia held positions at Benefit Financial Services Group, Merrill, and Capital Group (Private Wealth Services) prior to joining Focus.
Whenever possible, Sophia spends time with families in Taiwan, Germany, and Canada, where she loves to cook, hike, shop, and simply enjoy being with family and nature. Sophia also speaks multiple languages fluently in addition to English: Mandarin, German, Japanese, and Korean.
Education and Professional Milestones:
-University of California, Irvine - bachelor’s degree in international business