Entrepreneur. Consultant. Speaker. Author of The Complete Idiot’s Guide to Business Success In Your 20’s and 30’s
Ocala, Florida Area
- Current
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- Co Founder at Platinum Advisor Marketing Strategies, LLC
- President at The GAIN Group, Inc
- Vice President at Fross & Fross Financial, LLC
- Past
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- Contracted Author at Penguin Group USA
- Vice President of Marketing at Cebert Wealth Management Group, Inc.
- Director of Business Development at Ford of Ocala
- Recommended
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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
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Co Founder
Platinum Advisor Marketing Strategies, LLC
(Marketing and Advertising industry)
April 2009 — Present (8 months)
Full service marketing consultancy for financial advisors. Learn more by visiting http://www.platinumadvisormarketing.com
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President
The GAIN Group, Inc
(Financial Services industry)
June 2008 — Present (1 year 6 months)
This is the S-Corp through which I manage my book sales, promotional efforts, and professional public speaking.
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Vice President
Fross & Fross Financial, LLC
(Financial Services industry)
June 2007 — Present (2 years 6 months)
Financial planning firm. Specializes in retirement planning.
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Contracted Author
Penguin Group USA
(Public Company; Publishing industry)
October 2008 — August 2009 (11 months)
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Vice President of Marketing
Cebert Wealth Management Group, Inc.
(Financial Services industry)
May 2005 — June 2007 (2 years 2 months)
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Director of Business Development
Ford of Ocala
(Automotive industry)
March 2003 — August 2005 (2 years 6 months)
Additional Information
Robert Sofia’s Websites:
Robert Sofia’s Groups:
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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
