Sophie joined SFP Wealth in April 2025 as an Analyst for our Retirement Plan team. In her role, she supports ongoing plan management and investment due diligence. She is dedicated to enhancing the client experience and delivering high-quality service to both plan sponsors and participants.
She earned her Bachelor of Arts in Economics and History from Saint Anselm College in 2019 and holds the Series 7 and Series 66 registrations and CPFA® designations.
Based in Boston, Sophie enjoys an active lifestyle that includes hiking, skiing, and running along the Charles River Esplanade. She also values time with family and friends, often visiting Cape Cod on weekends. Sophie was captain of the women’s rugby team in college, and while she no longer plays, she loves watching a rugby match in a local pub.