Sofia Hayes, CFP, is dedicated to helping clients build and preserve lasting financial legacies. With a strong foundation built upon her education at Ohio State University, Sofia specializes in Legacy Strategy, guiding individuals and families through complex financial planning to ensure their values and assets are transferred effectively and efficiently across generations. She takes a personalized approach, understanding each client's unique goals and crafting tailored solutions to achieve long-term financial security. When she's not immersed in financial planning, you can find Sofia cheering on her alma mater; she has proudly attended the last 20 Ohio State vs. Michigan games.
💡 Fun Fact: I have attended the last 20 Ohio State vs Michigan games.
