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 involved with the day-to-day operations of the Sopher Financial Group and works to integrate new technology into the business. In addition to the CFP® designation, he holds the Series 7 and 66 securities registrations with LPL financial, as well as Life, Health and Disability insurance licenses in the state of New Jersey. Bobby graduated on the dean’s list from Rutgers Business School where he received his bachelor’s degree in Finance and Economics.
We are extremely proud to announce that as of July 2018, Bobby has been recognized as a CERTIFIED FINANCIAL PLANNER™ by the Certified Financial Planner Board of Standards, Inc. Please visit the website http://www.letsmakeaplan.org/ for more information on the benefits of working with a CFP®.