Sofia Financial

Financial Services • Tredyffrin, Pennsylvania, United States • 1-10 Employees

Company overview

Headquarters	1055 Westlakes Dr, Berwyn, Pennsylvania 19312, US
Phone number	+16106407641
Website	sofiafinancial.com
NAICS	52
SIC	628
Keywords	Investment Advice, Wealth Management, Financial Planning, Financial Goal Setting
Founded	2010
Employees	1-10
Socials

Key Contact at Sofia Financial

Stephanie Mccullough

Founder | Financial Planner | Public Speaker

Sofia Financial Email Formats

Sofia Financial uses 1 email format. The most common is {first initial} (e.g., j@sofiafinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@sofiafinancial.com	100%

About Sofia Financial

Sofia Financial is dedicated to a world where all women have the confidence to make wise financial decisions. We offer service and advice in a variety of shapes and sizes to women of all income and wealth levels. The best way to start is with a Strategy Session, a 90-minute, one-on-one in depth analysis of one aspect of your financial life. For a modest fee you get deep conversation, no sales pitch, and at least three concrete recommendations you can act on to take steps toward your goals. There is no obligation to work together afterward - and never any minimums. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and (DBA) are separate entities. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

Sofia Financial revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Sofia Financial has never raised funding before.

Sofia Financial Tech Stack

Discover the technologies and tools that power Sofia Financial's digital infrastructure, from frameworks to analytics platforms.

Astra

WordPress themes

Gravity Forms

Form builders

EmbedPlus

WordPress plugins

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Google Tag Manager

Tag managers

Frequently asked questions

Sofia Financial is located in Tredyffrin, Pennsylvania, US.

You can reach Sofia Financial at +16106407641.

Sofia Financial was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Sofia Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sofia Financial

Stephanie Mccullough

Founder | Financial Planner | Public Speaker

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