Brad Sofonia Email & Phone Number

Managing Director @ Capstone Partners Financial and Insurance Services

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Brad Sofonia Location

South Jordan, UT, US

Brad Sofonia Work

2025 - now Managing Director @ Capstone Partners Financial and Insurance Services
2025 - 2025 Managing Director @ Cambridge Financial Network
2024 - 2025 Managing Director @ Principal Financial Group

2000 - 2024 Director Leadership Development @ Prudential Financial

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Brad Sofonia Education

University of Phoenix

Brad Sofonia Skills

Insurance
Investments
Mutual Funds

Financial Services
Financial Analysis
Series 7
Retirement Planning
Wealth Management
Banking
Customer Service

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Brad Sofonia Summary

Brad Sofonia, based in South Jordan, UT, US, is currently a Managing Director at Capstone Partners Financial and Insurance Services. Brad Sofonia brings experience from previous roles at Cambridge Financial Network, Principal Financial Group and Prudential Financial. Brad Sofonia holds a University of Phoenix. With a robust skill set that includes Insurance, Investments, Mutual Funds, Financial Services, Financial Analysis and more. Brad Sofonia has 1 emails and 1 mobile phone numbers on RocketReach.

Brad Sofonia Emails

Found 1 emails

@gmail.com

Brad Sofonia Phone Numbers

Found 3 phone numbers

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Top Capstone Partners Financial and Insurance Services Employees

Scott Grove

Managing Partner at Capstone Partners Financial and Insurance Services

Newport Beach, CA, US
1
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Son le

Managing Director at Capstone Partners Financial and Insurance Services

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Farid Malek

Managing Director at Capstone Partners Financial and Insurance Services

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Neilie Torres

Chief Operating Officer at Capstone Partners Financial and Insurance Services

Las Vegas, NV, US
1
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Brad Sofonia

Managing Director at Capstone Partners Financial and Insurance Services

South Jordan, UT, US
1
- gmail.com
3
- +1 303-241-XXXX
- +1 801-676-XXXX
- +1 801-891-XXXX
Doug Gold

Executive Director-Financial Advisor at Capstone Partners Financial and Insurance Services

Las Vegas, NV, US
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Scott Primm

Senior Managing Director at Capstone Partners Financial and Insurance Services

Lehi, UT, US
1
- +1 843-285-XXXX

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