Sophia Sugar

2

I have more than 4 years of financial services experience and focuses on money management services, financial planning and investment planning. A Chartered Retirement Planning Counselor, im dedicated to helping clients accumulate, preserve and distribute their wealth while striving to provide unmatched personal service.

Experience

• Marketing Consultant

  Jan 2005 to Dec 2008

  The nature of marketing focuses on developing strategies in order to successfully promote, sell and distribute goods and services to targeted consumers.

• Financial Advisor

  Jan 2009 to Present

  Advise clients on financial plans utilizing knowledge of loan and money management strategies, securities, insurance, and real estate.

• Joined APSense.com

  Nov 2012