Sonya Saskin, CFP®, AAMS®, CRPC®, CFS®
- Master Scuba Diver
- Pilates Instructor
- Madeira Chamber of Commerce
- Pink Ribbon Girls volunteer
- SPCA
- Retirement Income Strategies
- Estate Planning Strategies
- Wealth Preservation Strategies
- Small Business
- Employee Stock Options
- FinTech Firm of the Year 2020
- Ameriprise Circle of Success, 2017
- FIVE STAR Wealth Manager, 2012-2017
- Ameriprise Financial Diamond Ring Club, 2016
- CFP® – CERTIFIED FINANCIAL PLANNER™ practitioner
- AAMS® – Accredited Asset Management Specialist℠
- CFS® – Certified Fund Specialist
- CRPC® – Chartered Retirement Planning Counselor℠
- BS, Psychology and Business at University of Florida
- Valmark Securities Advisory Board
- University of Florida Alumni Association, Cincinnati Chapter VP
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.
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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.