Sora Spotlight
Real-world success stories from advisors and planners utilizing Sora
Michelle Gordon
Founder and CEO, Investably
We chatted with Michelle about Investably, one of the few Latina-owned registered investment advisory firms in the country where she specializes in tax-smart wealth planning and investment management for affluent women-led families, entrepreneurs, and non-profits.
Dace DeKruif
Founder, Silver Strand Financial Planning
We chatted with Dace about how he came to start his practice, and how he helps his clients grow their net worth through personalized financial planning and with tools like Sora.
Matt Schuberg
Founder and CEO, Planned
We chatted with Matt about his experience starting his financial planning firm. He dives deep on how he helps individuals and families who may not fit the “traditional” client profile get the support they need to grow their net worth.
Rick Valenzi
Founder and Certified Financial Planner, Financial Zen
We chatted with Rick about his experience helping younger clients secure their financial future, or rather reach financial zen, through a high-touch, comprehensive planning and personalized investing model.
Sid Misra
Certified Financial Planner/Advisor, Beacon Financial Group & Founder, MPowered Finance
We chatted with Sid about his experience helping individuals and families secure their financial future through comprehensive planning and how to build an effective brand in the advisor community.