Broker Check


Bobby Sopher, CFP®

Director of Financial Planning Strategy & Lead Advisor

(732) 603-0400

As 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...

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Daniel W. Sopher

Managing Partner

(732) 603-0400

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...

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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...

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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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