{"id":380,"date":"2021-01-13T10:07:04","date_gmt":"2021-01-13T10:07:04","guid":{"rendered":"https:\/\/www.touchpointwealthpartners.com\/site\/?page_id=380"},"modified":"2026-02-17T15:16:45","modified_gmt":"2026-02-17T15:16:45","slug":"sonya-saskin","status":"publish","type":"page","link":"https:\/\/touchpointwealthpartners.com\/site\/bios\/sonya-saskin\/","title":{"rendered":"Bio &#8211; Sonya Saskin"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#efeeea&#8221; bottom_divider_color=&#8221;#dbd6d1&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_3,1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; BIO&#8221; _builder_version=&#8221;4.21.0&#8243; header_text_color=&#8221;#e37358&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Sonya Saskin, CFP\u00ae, CFS\u00ae, AAMS\u00ae, CRPC\u00ae<\/h1>\n<div><strong>President and Private Wealth Advisor<\/strong><\/div>\n<div><a href=\"mailto:sonya@touchpointwealthpartners.com\">sonya@touchpointwealthpartners.com<\/a><\/div>\n<div>(513) 898-9100<\/div>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; BIO&#8221; _builder_version=&#8221;4.27.4&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<div>With 30+ 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\u2019ve worked hard to build your financial stability and we\u2019ll work together to ensure your plan is continually working just as hard for you.<\/div>\n<div>\u00a0<\/div>\n<p><strong>Accreditations and Education<\/strong><br \/>\u2022 BS, Psychology and Business at University of Florida<br \/>\u2022 CFP\u00ae \u2013 CERTIFIED FINANCIAL PLANNER\u2122 practitioner<br \/>\u2022 AAMS\u00ae \u2013 Accredited Asset Management Specialist\u2120<br \/>\u2022 CFS\u00ae \u2013 Certified Fund Specialist<br \/>\u2022 CRPC\u00ae \u2013 Chartered Retirement Planning Counselor\u2120<\/p>\n<p><strong>Hobbies and Personal Life<\/strong><br \/>\u2022 Master Scuba Diver<br \/>\u2022 Grandmother of three, a granddaughter and two grandsons!<\/p>\n<p><strong>Community Participation<\/strong><br \/>\u2022 Madeira Chamber of Commerce<br \/>\u2022 Pink Ribbon Good volunteer<br \/>\u2022 SPCA<\/p>\n<p><strong>Awards &amp; Recognition<\/strong><br \/>\u2022 FinTech Firm of the Year 2020<br \/>\u2022 FIVE STAR Wealth Manager, 2012-2017, 2023-2025<\/p>\n<p><strong>Professional Associations<\/strong><br \/>\u2022 Former Member of the Valmark Securities Advisory Board<br \/>\u2022 University of Florida Alumni Association, Cincinnati Chapter VP<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; 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button_text=&#8221;BACK TO TEAM&#8221; button_alignment=&#8221;center&#8221; admin_label=&#8221;BACK TO TEAM&#8221; _builder_version=&#8221;3.12.2&#8243; global_module=&#8221;402&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; 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button_border_radius__hover_enabled=&#8221;off&#8221; button_border_radius__hover=&#8221;null&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover=&#8221;null&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover=&#8221;null&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover=&#8221;null&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover=&#8221;null&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover=&#8221;null&#8221; button_bg_color__hover_enabled=&#8221;on&#8221; button_bg_color__hover=&#8221;#e0e0e0&#8243; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover=&#8221;null&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover=&#8221;null&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.16&#8243; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>4605 East Galbraith Road, Suite 200<br \/>Cincinnati, OH 45236<br \/>(513) 898-9100<br \/>info@touchpointwealthpartners.com<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Logos_TPWP_WHITE.png&#8221; title_text=&#8221;Logos_TPWP_WHITE&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;LOGO &#8211; WHITE&#8221; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER DISCLOSURE&#8221; _builder_version=&#8221;4.21.0&#8243; text_font=&#8221;|300||on|||||&#8221; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member <a href=\"https:\/\/brokercheck.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a>, <a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a> 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.<\/p>\n<p>Click <strong><a href=\"https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Valmark-Form-CRS.pdf\" rel=\"attachment wp-att-2868\">here<\/a> <\/strong>for Valmark Customer Relationship Summary.<\/p>\n<p>Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, and CFP\u00ae (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.<br \/><b><\/b><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sonya Saskin, CFP\u00ae, CFS\u00ae, AAMS\u00ae, CRPC\u00ae President and Private Wealth Advisor sonya@touchpointwealthpartners.com (513) 898-9100With 30+ years of experience, I focus on working with clients that require more complex financial planning. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":378,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<p>This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p><blockquote><p>Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote><p>...or something like this:<\/p><blockquote><p>The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote><p>As a new WordPress user, you should go to <a href=\"https:\/\/touchpointwealthpartners.com\/site\/wp-admin\/\">your dashboard<\/a> to delete this page and create new pages for your content. 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