CFP, FMA, CIM
Sophia joined Nicola Wealth Management in January 2005 and brings over 17 years of experience in the financial services industry.
Sophia enjoys advising and putting her knowledge and experience to use to strengthen and foster relationships with the clients of Nicola Wealth Management. Sophia’s past experiences include working for a major financial planning organization whose focus is on physicians and their family. She holds the Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Chartered Investment Management (CIM) designations.
Married with 2 children, Sophia is also an adventure enthusiast and enjoys traveling and rock climbing in her spare time.
Question & Answers
To be able to CHOOSE when I want to retire!
I can’t live with out my…
Family. My 2 girls are my angels and my husband is my best friend.
What languages do you speak?
English and Korean
For work, anything with a heel; Out of the office, comfy Diesels or Pumas
Would you bungee jump?
No, but I wouldn’t have a problem repelling off a mountain