Sofia Financial is dedicated to a world where all women have the confidence to make wise financial decisions. We offer service and advice in a variety of shapes and sizes to women of all income and wealth levels. The best way to start is with a Strategy Session, a 90-minute, one-on-one in depth analysis of one aspect of your financial life. For a modest fee you get deep conversation, no sales pitch, and at least three concrete recommendations you can act on to take steps toward your goals. There is no obligation to work together afterward - and never any minimums. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and (DBA) are separate entities. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.
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The Sofia Financial annual revenue was $218000 in 2026.
Stephanie McCullough is the Founder | Financial Planner | Public Speaker of Sofia Financial.
3 people are employed at Sofia Financial.
Sofia Financial is based in Berwyn, Pennsylvania.
The NAICS codes for Sofia Financial are [52, 52393, 523, 5239].
The SIC codes for Sofia Financial are [62, 628].