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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophia? Claim Your ProfileSophia I-ju Feng is an investment advisor representative at Destination Wealth Management. Sophia is a Certified Financial Planner with over 13 years of experience in the financial services industry. Sophia specializes in providing financial planning and portfolio management services to high-net-worth individuals, families, and businesses. Sophia is also licensed to provide investment advisory services in California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/16/2024 - Present
Destination Wealth Management (WALNUT CREEK CA)
TX
01/14/2008 - 08/31/2009
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 11/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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