Sophia Liu, CFP®, CLU®
Education Specialist I Financial Planner
Sophia is both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Life Underwriter (CLU®) with over a decade of industry experience. Sophia is passionate when it comes to financial planning – helping clients navigate to and in retirement, insurance planning, wealth transfers, charitable gifting strategies and succession planning for small business owners.
Sophia earned a bachelor’s degree in international studies from the University of California, Irvine, and she also studied international business and German in Freie University in Berlin.
Personal motto or mantra:
“But seek first the kingdom of God and his righteousness, and all these things shall be added to you”
What’s your favorite travel destination?
Taiwan, Toronto, Germany…I know I clearly don’t know the meaning of ‘favorite’ but it’s so hard to choose! I guess the answer is wherever the family is.
The one word or phrase that best describes me is…
Transparent
