Team
Bobby Sopher, CFP®
Director of Financial Planning Strategy & Lead Advisor
A CERTIFIED FINANCIAL PLANNER™, Bobby joined the Sopher Financial Group in October of 2014. Bobby works closely with Dan and is responsible for developing and monitoring comprehensive financial strategies for our clients. He is also...
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Daniel W. Sopher
Managing Partner
As Managing Partner of the firm, Daniel Sopher brings clients over 30 years of experience in the financial services industry. While drawing on his extensive background, he takes a personalized approach to planning that helps clients...
Judi Diamond
Office Manager
When 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...
Matthew Sopher, CFP®
Director of Client Relations & New Business Development
As the newest member of our Sopher Financial Group team, Matt brings several years of experience in the financial services industry. Prior to joining our team in January 2022, Matt worked as an Assistant Vice President at Morgan...
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