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Sophia Feng, CFP®

Wealth Manager

Sophia serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 10 years of experience in the financial services industry, Sophia offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Sophia served as a wealth advisor at an investment advisory firm in Walnut Creek, where she participated in portfolio construction, financial plan creation and execution, investment management and investment research.

Sophia received her Bachelor of Science degree in business marketing from Colorado State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Sophia and her husband, Patrick, enjoy hiking, watching movies and spending time with their two children, Kai and Lily.

Articles by Sophia Feng, CFP®

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