Sophia C. Sose

Client Service Specialist, Planned Giving Client Service Specialist

(626) 792-2228

Sophia joined Clifford Swan in 2021 with 15 years of experience in the financial services industry. As a client service specialist, she provides administrative support to clients' investment counselors and works closely with clients in support of their goals. She also works closely with our planned giving clients and is responsible for administrative elements of the firm's turnkey planned giving services.

Prior to Clifford Swan, Sophia served as an ACH and funding specialist at a national third-party automated clearing house processing company. She began her career in the financial industry at JPMorgan Chase in 2006 as a banking operations coordinator.


“I receive personal satisfaction from knowing our clients receive personalized, responsive service and that they experience the highest form of professionalism."



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