Richard Sofka

Richard Sofka: Email & Phone Number

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Senior Vice President, Investments at Sofka Wealth Management of Raymond James|Greater Cleveland, United States

Position:

Senior Vice President, Investments at Sofka Wealth Management of Raymond James

Location:

Greater Cleveland, United States

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Last updated: 2026-07-24
Updated: 2026-07-24

Found email addresses for Richard Sofka:

Business emails:
r***********a@raymondjames.com
Personal emails:
r****a@yahoo.com,
r****a@netzero.net

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Work Experience 17 years

Senior Vice President, Investments at Sofka Wealth Management of Raymond James

May 2023 - Current

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Jan 2009 - May 2023

Richard Sofka started working in 2009, then the employee has changed 1 company and 1 job. On average, Richard Sofka works for one company for 8 years 9 months.

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.

Education

Bachelor's Degree at University of Dayton

St. Ignatius High School

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