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.