SOPHIA I. FENG
DESTINATION WEALTH MANAGEMENT | Wealth Manager
Walnut Creek, CA 94597
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CRD#: 5424996
Professional summary
SOPHIA I-JU FENG, CFP®, who also goes by Sophia I-ju Ho, is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.
SOPHIA is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. SOPHIA has worked at 3 firms and has passed the Series 65 and Series 6 exams.
Biography
Sophia serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 10 years of experience in the financial services industry, Sophia offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Sophia served as a wealth advisor at an investment advisory firm in Walnut Creek, where she participated in portfolio construction, financial plan creation and execution, investment management and investment research.
Sophia received her Bachelor of Science degree in business marketing from Colorado State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Sophia and her husband, Patrick, enjoy hiking, watching movies and spending time with their two children, Kai and Lily.
Question & Answer
What are your service offerings?
Estate Planning
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Sophia I-Ju Ho
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Rental Property; Livermore, CA; is investment related; Landlord; start date 11/2018; 2 hours per month/0 hours during trading.
CRS (Client Relationship Summary) - RIA
Click below to view SOPHIA I-JU FENG's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
May 16, 2024 - Present
DESTINATION WEALTH MANAGEMENT
Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597RIA
CRD#: 110365
Walnut Creek, CA
Past
February 16, 2023 - April 23, 2024
CREATIVE PLANNING
RIA
CRD#: 105348
Livermore, CA
Past
November 29, 2012 - February 8, 2023
DESTINATION WEALTH MANAGEMENT
RIA
CRD#: 110365
WALNUT CREEK, CA
Past
January 14, 2008 - August 31, 2009
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DESTINATION WEALTH MANAGEMENT
DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
RIA
Registered Investment Advisory firm - (10/11/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
DW
DESTINATION WEALTH MANAGEMENT
DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
RIA
Registered Investment Advisory firm - (10/11/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597
Mailing Address
Phone number
(925) 935-2900
Established
Firm type
Fiscal year end
# of Employees
56
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
Red Flags
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Company Information
DESTINATION WEALTH MANAGEMENT
Wealth ManagerCRD#: 110365Walnut Creek, CA 94597TRUST BUT VERIFY
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