Sofia Young is a dedicated finance professional currently serving as an Associate Wealth Planner at True North Advisors since February 2023. Prior experience includes a role as a Financial Planning Associate at Vanguard, where Sofia collaborated with financial advisors on client deliverables and performed brokerage functions. Additionally, a wealth management internship at Kansas City Private Wealth Management provided valuable experience in preparing customized financial plans. Sofia holds a Bachelor of Business Administration in Finance and Banking from the University of Missouri-Columbia, earned between 2018 and 2022.
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