As John L Beckley once said, "Most people don't plan to fail, they fail to plan." This is where my passion for guiding my clients through an extensive financial education comes in. It is my goal to educate every client that I work with about personal finance and the importance of planning ahead. I am committed to providing my clients with consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.
I am a born and raised Baltimorean, who is the child of Soviet Union immigrants. My parents came here with our entire family back in 1991. Trying to provide for a family while learning a new language in a new environment was a very difficult task for my parents. Over 30 years later, they grew the family to five and started a business. Their hard work and determination has resonated with me in my own practice. I am just as determined to provide excellent service for my clients as my family was when they came here.
In the present day, my fiancé and I live in Baltimore Maryland and have two dogs, Asher and Ana. We enjoy traveling to Sunny Isles Florida several times a year to spend time with family. When I am not in my office: I enjoy teaching ballet, practicing yoga and Pilates, and spending time with nieces and nephews.
My main physical office is in Hunt Valley, Maryland, however I often travel to Virginia, Pennsylvania, District of Columbia, and Sunny Isles, Florida. I can work remotely as well!
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Registered RepresentativeSophia Trakhtman
As John L Beckley once said, "Most people don't plan to fail, they fail to plan." This is where my passion for guiding my clients through an extensive financial education comes in. It is my goal to educate every client that I work with about personal finance and the importance of planning ahead. I am committed to providing my clients with consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.
I am a born and raised Baltimorean, who is the child of Soviet Union immigrants. My parents came here with our entire family back in 1991. Trying to provide for a family while learning a new language in a new environment was a very difficult task for my parents. Over 30 years later, they grew the family to five and started a business. Their hard work and determination has resonated with me in my own practice. I am just as determined to provide excellent service for my clients as my family was when they came here.
In the present day, my fiancé and I live in Baltimore Maryland and have two dogs, Asher and Ana. We enjoy traveling to Sunny Isles Florida several times a year to spend time with family. When I am not in my office: I enjoy teaching ballet, practicing yoga and Pilates, and spending time with nieces and nephews.
My main physical office is in Hunt Valley, Maryland, however I often travel to Virginia, Pennsylvania, District of Columbia, and Sunny Isles, Florida. I can work remotely as well!
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
