mike sofka

Mike is driven by his passion for delivering excellent service while helping clients pursue their goals. Mike focuses on a comprehensive approach to managing wealth and financial strategies that begins with listening to a client's needs. This helps ensure that every strategy is grounded in knowing what each client wants to achieve. He provides access to the investment insights of Merrill Lynch Wealth Management, and the banking convenience of Bank of America to address the various needs of clients' financial lives. As a young boy, Mike decided he wanted to get into the business while on a family vacation. His father received a call from a client whose husband just passed away. Seeing that his father was the first person she called made Mike realize what an impact he was making in the lives of others. Just like his father, Mike is committed to developing relationships and understanding his clients. Mike started his career at Merrill in 2013. In 2015 he became a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation earned through the Certified Financial Planner Board of Standards, Inc. He believes earning this certification helps demonstrate his professionalism and dedication to his clients. Mike and his wife, Katelyn, live in Lakewood, Ohio. The couple is actively involved with philanthropy at St. Edward High School, MetroHealth, Hospice of the Western Reserve, and Cleveland Metroparks. His personal passions are golf, skiing, hiking, and Ironman events. *Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.