Robert Sofia

Robert Sofia

Entrepreneur. Consultant. Speaker. Author of The Complete Idiot’s Guide to Business Success In Your 20’s and 30’s

Ocala, Florida Area

Current
  • Co Founder at Platinum Advisor Marketing Strategies, LLC
  • President at The GAIN Group, Inc
  • Vice President at Fross & Fross Financial, LLC
Past
  • Contracted Author at Penguin Group USA
  • Vice President of Marketing at Cebert Wealth Management Group, Inc.
  • Director of Business Development at Ford of Ocala
Connections
206 connections
Industry
Financial Services
Websites

Robert Sofia’s Summary

I feel privileged to have accomplished so much at such a young age.

In my early twenties, I developed a relationship-based marketing model for which I gained international recognition within the auto industry. This dramatically impacted my career because in just a few short years I was able to move from an entry-level position to a seat at the boardroom table.

Shortly thereafter, I was hired to serve as vice president of marketing for a renowned wealth management group where I went on to acquire my General Securities and Investment Advisor registrations from the Financial Industry Regulatory Authority (FINRA). At 26, I became vice president of a financial planning corporation managing over $190,000,000, and that I am still a part of today. Early in 2009, I cofounded a marketing consultancy where I currently act as chief operating officer.

Late in 2008, Penguin Publishing Company contracted me to write The Complete Idiot's Guide to Business Success In Your 20's an 30's. I enjoyed this project very much, and look forward to writing more books in the future.

In my spare time, I enjoy speaking at conferences and universities on topics affecting young professionals today.

Robert Sofia’s Specialties:

Professional Public Speaking, Image Consulting, Branding, Marketing, Financial Planning


Robert Sofia’s Experience

  • Co Founder

    Platinum Advisor Marketing Strategies, LLC

    (Marketing and Advertising industry)

    April 2009Present (8 months)

    Full service marketing consultancy for financial advisors. Learn more by visiting http://www.platinumadvisormarketing.com

  • President

    The GAIN Group, Inc

    (Financial Services industry)

    June 2008Present (1 year 6 months)

    This is the S-Corp through which I manage my book sales, promotional efforts, and professional public speaking.

  • Vice President

    Fross & Fross Financial, LLC

    (Financial Services industry)

    June 2007Present (2 years 6 months)

    Financial planning firm. Specializes in retirement planning.

  • Contracted Author

    Penguin Group USA

    (Public Company; Publishing industry)

    October 2008August 2009 (11 months)

  • Vice President of Marketing

    Cebert Wealth Management Group, Inc.

    (Financial Services industry)

    May 2005June 2007 (2 years 2 months)

  • Director of Business Development

    Ford of Ocala

    (Automotive industry)

    March 2003August 2005 (2 years 6 months)


Additional Information

Robert Sofia’s Websites:

Robert Sofia’s Groups:

  •    Brazen Careerist

Robert Sofia’s Contact Settings

Interested In:

  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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