Sonya Saskin, CFP®, CFS®, AAMS®, CRPC®

President and Private Wealth Advisor
(513) 898-9100
With 25+ years of experience, I focus on working with clients that require more complex financial planning. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you.
 

Accreditations and Education
• BS, Psychology and Business at University of Florida
• CFP® – CERTIFIED FINANCIAL PLANNER™ practitioner
• AAMS® – Accredited Asset Management Specialist℠
• CFS® – Certified Fund Specialist
• CRPC® – Chartered Retirement Planning Counselor℠

Hobbies and Personal Life
• Master Scuba Diver
• Grandmother of two, granddaughter – 7, grandson – 1, with one more on the way!

Community Participation
• Madeira Chamber of Commerce
• Pink Ribbon Good volunteer
• SPCA

Awards & Recognition
• FinTech Firm of the Year 2020
• FIVE STAR Wealth Manager, 2012-2017, 2023

Professional Associations
• Former Member of the Valmark Securities Advisory Board
• University of Florida Alumni Association, Cincinnati Chapter VP

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Connect with Us

4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Click here for Valmark Customer Relationship Summary.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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