Position:
Senior Vice President, Investments at Sofka Wealth Management of Raymond James
Location:
Greater Cleveland, United States
Found email addresses for Richard Sofka:
Found phone for Richard Sofka:
May 2023 - Current
Jan 2009 - May 2023
Richard is proficient in English. Their professional focus is Asset Management, Benefit Plan Education, and Business Exit Strategies across 3 core areas.
Richard holds Certified Plan Fiduciary Advisor, Retirement Accredited Financial Advisor, and Personal Investment Advisor certifications.
Bachelor's Degree at University of Dayton
St. Ignatius High School
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