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
- 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
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.