"I take a proactive and collaborative approach to help my clients tackle the challenges at each life stage. Understanding my clients' needs is key to personalizing financial plans and achieving their goals.”

 

Sophie’s personal approach ensures that her clients are provided with a comprehensive plan to help them reach their goals. Her experience includes financial and retirement planning, risk management, tax and estate planning, as well as, investment strategies.

Her passion is building and developing long-lasting relationships with a diversity of clients. Helping clients reach financial goals and sharing in their success is her primary motivator.

Sophie is leveraging her strong analytical skills to work towards her Certified Financial Planner® designation, the gold standard of financial planning designations.

Learn more about the value of working with a financial advisor.

BlueShore Financial, Financial Advisor, Sophie Liu

Sophie Liu

Financial Advisor

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† Mutual funds are offered through Credential Asset Management Inc.

Insurance services provided by BlueShore Wealth.