Sofia Khan
Client Service Lead @Focus Partners
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WORK HISTORY
Client Service Lead @Focus Partners
Phoenix, AZ, US
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.The Colony Group rebranded to Focus Partners Wealth in January 2025.
EDUCATION
Paradise Valley Community College
Associate's degree, Business Administration and Management, General
SKILLS
ABOUT SOFIA KHAN
Wealth Management Client Service Lead, Operations Specialist, Relationship Manager, Executive Assistant, Sales & Marketing Support, Office Manager, Culture Keeper
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