With more than 25 years of experience in finance, investment strategy, and business leadership, Sofia brings a distinguished record of integrity and insight. A Chartered Financial Analyst® (CFA®) charterholder, she has held senior roles at leading global financial institutions and now offers her expertise right here in the Nashville area.
What is your "why"? Why do you do what you do?
To empower clients by leading them to shape their financial lives and build the future they envision.
Describe How You Would Like To Be Introduced Via Email
I'd love for you to meet Sofia Goryn, she is a CFA charterholder and financial expert that brought her over 2 decades of global experience to the Nashville area. I know she would be happy to have a conversation with you and answer your financial questions.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Are you worried about: getting ready for retirement / your business / the economy / taxes?
2. Do you have a good grasp on your overall financial picture?
3. When was the last time you had your financial plan updated?
Unique Selling Proposition
We help clients uncover problems in their financial picture that they may not know they have.