Sophie Kaluziak (CFP®, CPA®)

Sophie Kaluziak focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

I work with all levels of middle income clients from those just beginning to flourish in their careers to people well established in their fields of expertise. 

Many of my clients work in education and the non-profit sector.  I also work with individuals who come into sudden windfalls of money such as inheritances and gifts.

NAPFA Start Date

June 02, 2003

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This Office

101 N Marion St Ste 306 Oak Park, IL 60301-1023 Phone: (708) 445-8747 Fax: (708) 445-8747