Professional Summary
Professional Overview
Puja Sohi is a seasoned finance professional and serial entrepreneur with a proven track record of founding and leading successful businesses in the investment and wealth management industry. As the Co-Founder of Tax Family Office, Core Family Office, and Core Investments & Annuities, she brings a wealth of expertise in financial planning, asset management, and family office operations.
Experience Summary
Current Roles
- Co-Founder, Tax Family Office (2024-03-01 to Present)
- Responsible for overseeing the strategic direction and daily operations of this family office, providing comprehensive financial services to high-net-worth individuals and families.
- Developed innovative investment strategies and customized solutions to meet the unique needs of the firm's clients.
- Collaborated with a team of financial advisors, tax experts, and estate planning specialists to deliver a holistic approach to wealth management.
- Co-Founder, Core Family Office (2020-05-01 to Present)
- Established and managed this family office, offering tailored financial services and investment management to affluent clients.
- Implemented robust risk management frameworks and diversification strategies to preserve and grow client assets.
- Leveraged her extensive industry connections to source exclusive investment opportunities and provide clients with access to a wide range of asset classes.
- Co-Founder, Core Investments & Annuities (2017-08-01 to Present)
- Founded this investment advisory firm, specializing in portfolio management, retirement planning, and annuity products.
- Developed custom investment strategies and designed comprehensive financial plans to help clients achieve their long-term financial goals.
- Grew the firm's client base and assets under management through effective marketing and business development initiatives.
Academic Background
Puja Sohi holds a Bachelor of Science degree in Finance from the University of Southern California, where she graduated with honors.
Areas of Expertise
- Financial planning and wealth management
- Investment portfolio construction and asset allocation
- Family office operations and multi-generational planning
- Alternative investment strategies and private equity
- Retirement planning and annuity solutions
- Entrepreneurship and business development
Professional Impact
- Recognized as a thought leader in the family office and wealth management industry, frequently speaking at industry events and contributing to leading publications.
- Actively involved in philanthropic efforts, serving on the board of directors for several charitable organizations focused on education and community development.
- Mentors aspiring entrepreneurs and finance professionals, sharing her insights and experiences to support the next generation of industry leaders.
Conclusion
With her extensive expertise in financial services, entrepreneurial mindset, and unwavering commitment to her clients, Puja Sohi is poised to continue driving innovation and success in the wealth management industry. Her multifaceted background and passion for helping individuals and families achieve their financial goals make her a valuable asset to any organization or client she serves.
