About Sophie

Sophie is Chief Operating Officer and Principal of Cypress Wealth Advisors. She joined Cypress in 2011 and has served in operations, portfolio management technology and client support. Sophie is a CERTIFIED FINANCIAL PLANNER™ practitioner. She currently serves as a board member of the Financial Planning Association, San Francisco Chapter, and is a Co-Director of the NexGen Committee. Sophie has a Bachelor of Arts degree in Applied Mathematics from the University of California, Berkeley.

Connect with Sophie via LinkedIn.