linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alina Sohng

Adero Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alina? Claim Your Profile

About Alina Sohng

Alina Sohng is a financial advisor with Adero Partners, LLC. Alina has over 8 years of experience in the financial services industry. Alina is a Certified Financial Planner™ professional. Alina Sohng is registered to provide investment advice in California. Alina has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Alina Sohng is currently registered with Adero Partners, LLC. Adero Partners, LLC is a registered investment advisor headquartered in Walnut Creek, CA. They provide financial planning, portfolio management for individuals, selection of other advisors, and insurance and cash management solutions. The firm manages over $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Adero Partners, LLC

1646 N. CALIFORNIA BLVD.

WALNUT CREEK, CA 94596

$4.04B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

insurance solutions, cash management solutions

Insurance solutions, cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Revenue sharing with our affiliate, focus risk solutions

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alina Sohng’s Registration & Firm History

CA

02/19/2020 - Present

Adero Partners, LLC (San Jose CA)

VA

03/22/2013 - 03/08/2018

ROYAL ALLIANCE ASSOCIATES, INC. (MCLEAN VA)

VA

02/10/2010 - 01/31/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (MCLEAN VA)

Not sure if Alina Sohng is right for you?

Licenses & Designations

BC

Issued 03/18/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alina Sohng.
Not sure if Alina Sohng is right for you?