Sophia Hudson

Sophia’s passion to serve clients in the financial service industry developed at a young age as she was exposed to discussions with her family’s financial planner. As the years went on, Sophia’s understanding of how financial peace of mind and the power of wealth creation can impact one’s life and family’s life grew and directed her to a career in the financial services industry.

Sophia attended Lafayette College and earned a Bachelor of Arts in Economics. While at Lafayette, she was a member of the Women’s Soccer Program, serving as captain her senior year, and earned Lafayette’s Certificate in Financial Policy and Analysis. Sophia was an intern at Confluence, earned her Certificate of Financial Planning from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Currently, she serves as a Associate Wealth Manager on the Cashdollar Team where she utilizes her financial planning and interpersonal skills working with clients and their families. She has spent significant time with the Investment Advisory and Wealth Planning Teams and currently sits on the Investment Advisory Committee.

Sophia is a member of Northway Christian Community Church. Outside of the office, she enjoys working out, playing the occasional game of pick-up soccer, and taking on home renovation projects within her Oakmont residence.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.