Sophia Feng CFP®
Sophia Feng is a D360 Wealth Advisor, Senior Vice President, Wealth Management Services and Partner, Destination Wealth Management. Sophia has been in the financial industry over 15 years and greatly enjoys working with DWM clients. Sophia works closely on financial planning strategies including social security analysis, tax projections, college savings strategies, estate planning issues, and comprehensive planning for retirement.
Sophia is always open to discuss any planning issues that may arise; she prides herself on 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.
Her focus is on providing information to clearly understand investment and planning strategies. 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.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
