Sophia Feng CFP®
Sophia is a Wealth Advisor at Destination Wealth Management and has been in the financial industry since 2007. Sophia has been in the financial industry over 13 years and greatly enjoys working with DWM clients. Sophia works closely with other team members on financial planning strategies including social security analysis, tax projections, college savings strategies, estate planning issues, and comprehensive planning for retirement.
Sophia has worked at DWM since 2010 and has become a key member of the financial planning team working directly with the senior executive in charge of planning issues. She is skilled in understanding complicated issues. She has experience in analyzing a variety of financial challenges and assisting in determining if investment strategies are appropriate for long-term investment goals. Sophia is always open to discuss any planning issues that may arise; she prides herself in being a valuable and helpful resource.
Sophia earned her Bachelor’s degree in Business at Colorado State University, and is a CERTIFIED FINANCIAL PLANNER™ professional and consistently pursues educational opportunities to increase her knowledge. As a key member of the planning team, she informs other team members within the firm about changes in tax policies and related planning issues.
Her focus is on providing information to clearly understand investment and planning strategies. Her previous job experience laid the groundwork for her role at Destination Wealth Management. Prior to joining DWM, Sophia provided training to new team members at a previous company to assist them in understanding various financial transactions utilized to address client needs.
On a personal note, Sophia understands how important prudent planning can be. As a daughter of business owners, she knows the challenges faced by investors in developing appropriate planning and investment strategies. She has made it her life mission to do all she can to help others move towards financial success. It’s her passion.
In her free time, Sophia enjoys spending time outdoors with her husband and two kids.