Sofia Daloisio

Finance student at Oakland University with a specialization in Wealth Management and a minor in Accounting.

Role
Client Services Representative at Secure Planning Strategies
Location
Detroit, MI, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Sofia Daloisio

2026 Finance graduate from Oakland University with a concentration in Wealth Management…

Experience

  1. Client Services Representative

    Secure Planning Strategies

    May 2025 — Present · Southfield, MI, US

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Sofia Daloisio — Client Services Representative at Secure Planning Strategies in Detroit, MI, US | Unifers