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Sophia Chen
Vanguard Personal Advisor Services
15+ years of experience
About Sophia Chen
Sophia delivers fee-only financial planning with a focus on tax-efficient investing and portfolio optimization. She serves professionals and entrepreneurs across the greater New York metro area.
Office Address
100 Broad St, Floor 22, New York, NY 10004
New York City, NY
Contact Information
Phone: (212) 555-0102
Minimum Investment
$100,000
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