Sal Sofia Senior Financial Advisor
Founder, The Family Realtor - We help realtors and agents scale business faster through our legacytoleads estate management system
- Role
- Realtor at eXp Realty, LLC
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Sal Sofia Senior Financial Advisor
We leverage over 35 years of investment, financial and estate planning experience along with my extensive knowledge of senior care solutions to provide high value-add services to families, businesses and partners.As the CEO of Affinity Wealth Concepts we specialize in generational wealth building, asset protection, and lifestyle security. We utilize customized insurance, financial planning, and accumulation products that match the specific needs and goals of individuals, executives, and companies. Our mission is to help people prepare for the inevitable threatening situations that can destroy what they have and planned for.As an estate planning trainer at Affinity Wealth Concepts LLC, I teach real estate professionals to become proficient in estate planning to maximize their lead generation and add supplemental income through The Family Realtor™ affiliation.
Experience
Realtor
Mar 2010 — Present · Delray Beach, FL, US
Education
Herbert H. Lehman College
Business Administration and Management, General
1973 — 1977
Skills
- Retirement Planning
- Insurance
- Fixed Annuities
- Life Insurance
- Investments
- Real Estate
- Retirement
- Sales
- Estate Planning
- Disability Insurance
- Strategic Financial Planning
- Iras
- Employee Benefits
- Marketing
- Long-Term Care
- New Home Construction
- Business Development
- Leadership
- Wealth Accumulation
- Property & Casualty Insurance
- Public Speaking
- Financial Advisory
- Financial Planning
- Financial Services
- Training
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