3703 Portage Ave
South Bend, IN 46628
+1 (574) 500-3333
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socarter@capitalwealth.com
Sofia Carter is a highly skilled Financial Advisor working in South Bend, IN. With over 16 years of experience in the field, Sofia brings a wealth of knowledge and expertise to her clients. As a Certified Financial Planner (CFP), she ensures that she provides comprehensive financial planning services tailored to each client's unique needs. Sofia's dedication and commitment to her clients' financial success have earned her a reputation for delivering sound advice and building long-lasting relationships. When not assisting clients with their financial goals, Sofia enjoys collecting coins, reading books, and indulging in culinary pursuits such as cooking. Her diverse range of interests reflects her well-rounded approach to life both inside and outside the office.
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We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.