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Sofia

Wealth Enthusiast | Office Manager

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Sofia is our chief task master. She makes sure that in addition to taking care of and anticipating our clients needs and wants, that we also take care of her and ourselves. Sofia runs a tight ship – she knows exactly when it’s time to take a break for stretching, snacks or lunch, and isn’t shy about showing us her extreme displeasure if we skip our morning walks. She has a voracious appetite, is super curious, fiercely independent, and displays excellent guard dog skills. She is perfectly happy being a 2-person dog and isn’t interested in others.  She doesn’t mind if we share pictures of her with our friends and clients though! ;)

 

Sofia (meaning: Wisdom) has lived in 4 different States and has led quite an adventurous life in her short 9 years. Having the exact opposite personality of her other Buttercup (Maltese, Shih Tzu, Min Pin) peers, Sofia reminds us that each and every one of us is truly unique.

Some of Sofia's valuable lessons:

  1. Stay Adaptable and Flexible

  2. Having a Plan is important, but plans can also change

  3. Treat others the way they want to be treated

  4. Honor and Accept others for who they are

  5. Trust Yourself, your instincts and intuition above all else

  6. Fight for what you believe in and stand up for yourself

  7. Never give up

  8. Do not expect others to rescue you or to make you happy

  9. You are in charge of your own happiness

  10. Playtime is essential to a Happy, Healthy and Wealthy life

  11. True Love is unconditional

RockStar Financial

San Diego, CA

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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. 

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The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Julia Sky King providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD # 175083.

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