After earning her degree in Finance and Business Management from Stern School of Business at New York University, Sophia has spent the next 20+ years helping her clients build financial security using a goal-based approach. Whether the client has already achieved wealth or is in the process of building it, her holistic approach to financial planning and investment management helps clients achieve clarity, awareness, and confidence in their financial future. Client participation and communication are integral components of their financial plans.
Sophia was born and raised in Queens, NY, daughter to Greek Immigrants who taught her that nothing worth having was every achieved with out effort. Work ethic and integrity are two traits that have helped Sophia build long lasting relationships with each of her clients.
Sophia moved to Portland in 2015 after marrying her husband Jeff, who is an Oregon native. Sophia and Jeff now live in Lake Oswego with their 2 daughters, Eleni, 4 and Arianna, 2. As a newcomer to Oregon, Sophia along with Jeff enjoy exploring Oregon and showing their little girls all that it has to offer. Cooking a big meal and enjoying it with family and friends is one of Sophia’s greatest joys.