Our Team

Dan Sopher, RFC | Managing Partner

Dan SopherAs the Managing Partner of Sopher Financial Group, Dan brings over 20 years of experience in the financial services industry.

Prior to founding Sopher Financial Group in 2003, Dan served as a registered representative with Allmerica Financial Services and Prudential Insurance Company of America. He is a registered representative with Kestra Invsetment Services, LLC  and an investment advisor representative with Kestra Advisory Services, LLC. As an independent financial planner, Dan helps clients understand their current situations, define future goals, and develop strategies to reach their objectives.

Dan graduated from Villanova University and frequently lectures on retirement planning, distribution planning, estate planning, and other financial issues throughout New York, New Jersey, and Pennsylvania. He also serves on the scholarship reward selection committee for the Lep Foundation.

Dan currently lives in Perrineville, New Jersey, with his wife, Beth, and their three children, Lexie, Bobby, and Matty. In his leisure time, Dan enjoys golfing and skiing.

dan@sopherfinancial.com

 

 

 

 

 

 

 

 

 

 

 

 

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com. 4,143 award candidates in the New Jersey area were considered for the Five Star Wealth Manager

award. 626 (approximately 16 percent of the award candidates) were named 2016 Five Star Wealth Managers.


Liz Blanchard | Partner

Liz BlanchardWith over 30 years experience in financial services, Liz brings a wealth of knowledge to her role as Partner at Sopher Financial Group.

As an independent financial planner, Liz helps her clients create order and structure in their financial lives by working to develop strategic, long-term plans to address clients’ unique goals and objectives. She believes that her role is to take the mystery out of complex issues so that clients can make fully informed decisions about their financial futures. Liz is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC.

Liz is a strong believer in giving back to her community, frequently speaking with small groups about the importance of money management. She also volunteers to support food drives, soup kitchens, and homeless populations.

liz@sopherfinancial.com

2013 5 Star

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com. 4,143 award candidates in the New Jersey area were considered for the Five Star Wealth Manager

award. 626 (approximately 16 percent of the award candidates) were named 2016 Five Star Wealth Managers.


Bobby Sopher | Director of Client Relations & New Business Development

Bobby SopherAs the newest member of Sopher Financial Group, Bobby brings a breath of fresh air to our team.

Bobby graduated on the dean's list from Rutgers Business School, where he received his bachelor's degree in finance and economics.

Bobby is working on integrating new technologies into our practice to help further serve our clients at both a financial and lifestyle standpoint. He is also involved in the day-to-day operations at Sopher Financial Group.

bobby@sopherfinancial.com

 

Judi Diamond | Office Manager

Judi DiamondWhen you call our office or come in for an appointment, Judi Diamond is your first contact. Her warm voice and caring manner creates the nurturing environment that our clients have come to know and love. She has the unique ability to make each client feel as though they are the only person she needs to speak with on any given day.

As our office manager, Judi is responsible for the day-to-day operations of Sopher Financial Group. These include client service requests, setting appointments, and assisting with client events held during the year. She processes the paperwork for new business and has an excellent follow-up system.

Judi's dedication to maintaining our commitment to providing quality customer service enables us to maintain the many long-term relationships we have with our clients.

jdiamond@sopherfinancial.com

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck