Sophia Yu Liu
Investment adviser representative at Benefit Financial Services Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Benefit Financial Services GroupJul 2024 to now
- Capital Group-private Client ServicesOct 2022 to May 2024
- Merrill LynchOct 2018 to Sep 2022
- Tax & Financial GroupFeb 2017 to Sep 2018
- Minnesota LifeJan 2017 to Sep 2018
- Adp LLCJul 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Benefit Financial Services Group
Legal name: Bfsg, LLC
$1.5BAssets managed
887Clients
25Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6676494
- Firm CRD
- 143617