Mike Sofka
Michael P. Sofka, CFP®, CFPA™, CPFA Senior Vice President, Wealth Management

Mike is a financial advisor who brings a distinct and refreshing approach to his work. With a focus on building strong relationships with his clients, he aims to go above and beyond, striving toward their financial needs not just being met – but exceeded.

Mike’s commitment to his clients is evident in everything he does. He understands that his clients are not numbers on a spreadsheet but real people with real lives and real concerns. Because of that understanding, he takes the time to get to know each of his clients on a personal level, learning about their hopes, dreams and fears, as well as their financial goals.

Mike graduated from Loyola University in Chicago in 2010 with a Bachelor of Science degree. He was in the financial services industry for a decade before joining Raymond James. Along the way, he earned his Certified Financial Planner™ and Certified Plan Fiduciary Advisor™ designations.

On a day-to-day basis, Mike assists clients with creating and planning for their own unique vision of their futures. He maintains a high standard of communication and aims to ensure that clients are always informed when changes to their accounts occur. Mike prides himself on his ability to break down difficult concepts for people, maintaining honesty and a willingness to understand their perspective as he educates them on their financial pictures – working as a team to pursue the family’s financial goals.

Outside of the office, Mike is an active member of his community. He enjoys giving back through philanthropic work, as well as pursuing his personal interests. These include mountaineering, golfing, spending time outdoors, skiing, pickleball, reading, entertaining, cooking and spending time with his family.

Originally from Cleveland, Mike has lived in various parts of the country, including Chicago, Vail, Colorado, and Austin, Texas, before returning to Cleveland, where he currently resides with his wife, Katelyn, and their dog, Reina. Whether he’s in the office or out in the community, Mike is always dedicated to helping others strive for their financial goals and live their best lives.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.