Sopher Financial Group is a California-based financial services firm dedicated to providing comprehensive financial planning and wealth management to individuals and business owners. Founded by Martin Sopher, the firm operates as an independent entity, utilizing LPL Financial as its registered investment advisor and broker-dealer. This structure allows them to offer a wide range of non-proprietary financial products and services, including investment management, retirement strategies, estate conservation, and insurance. Their mission is to help clients pursue their financial goals through personalized service and objective guidance.

Founded in

United States