Sophie Lorenzo
Relationship Manager @Pelora Advisors
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WORK HISTORY
Relationship Manager @Pelora Advisors
Assist Financial Planner, Ryan Donaghy, in executing personalized wealth management strategies, specializing in retirement planning, education funding, long-term care insurance, life insurance assessment and product recommendation, and disability insurance.• Draft comprehensive financial plans by analyzing client\'s goals and financial standing to support the development of recommendations and strategies.• Serve as the primary contact for client inquiries and account maintenance, ensuring prompt handling of requests related to financial planning.
EDUCATION
Rutgers University
MS in Finance-Financial Planning (MSF)
ABOUT SOPHIE LORENZO
I am proud to serve as the Associate Advisor at Pelora Advisors, a financial advising…
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