Registered RepresentativeSophia Trakhtman
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Languages Spoken:
Russian
States Insurance Licensed:
PA, FL, MD, VA
Address:
225 International Cir
Ste 100
Hunt Valley, MD 21030
US

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.

Do you have a question? I'm here to help.
Compare Life Insurance Products and Get a Quote

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.

Languages Spoken:
Russian
States Insurance Licensed:
PA, FL, MD, VA
Address:
225 International Cir
Ste 100
Hunt Valley, MD 21030
US

Protect Your Kingdom

I'm here to help you protect what matters most

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.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

Learning Center

Retire with Confidence
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Indexed Universal Life Insurance: Help Meet Your Goals
Whether you're planning for retirement, college, or a rainy day, it's important to focus on the journey – not just the destination. To successfully plan for these milestones, it's vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance …
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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?
Did you know that after you enroll in Medicare, there's a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage.
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The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
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