Director of Client Relations

Sophois Sokhom, CRPC© CRPS© CFP®

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Sophois Sokhom is Vice President of Client Relations at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. Sophois’ primary focus is on developing retirement plans and preparing individuals for retirement, but more importantly her role is to care for Retirement Benefits Group’s clients, assuring they receive all the expertise and support they need to work toward their goals. Sophois is also responsible for developing new relationships with businesses and individuals who are often referred to the firm by current clients.

 Sophois is proof that the American Dream is possible if you have the intelligence, drive and passion to pursue it. Born in Cambodia just before the war, she arrived as a refugee in 1982 and has been a high achiever ever since.  She brings that same passion to RBG’s goal of improving the financial outlook of their clients. In addition to working with individual clients, Sophois dedicates her time to caring for companies’ corporate retirement plans and the employees invested in them.

 Sophois joins Retirement Benefits Group with experience in risk management, insurance, annuities and financial planning, all stemming from her diverse background at companies such as Merrill Lynch, Robert Half Executive Recruiting, Caribou Lake Software, Coopers & Lybrand and Andersen Consulting. She holds both the Chartered Retirement Plan Specialist (CRPS) and Chartered Retirement Plan Counselor (CRPC) certifications.

In the news

Education

Sophois earned her Bachelor’s in Economics at Carleton College in Northfield, Minnesota. Carleton is consistently ranked as one of the top five liberal arts colleges in the country. She then attended the University of St. Thomas in Minneapolis, where she earned her MBA with a focus in Finance.

Interest

Sophois is an active member of the Long Beach Cambodian community and informally mentors Cambodian-American girls who are the first in their families to attend college.  Sophois’ father was an Olympic cyclist and she enjoys riding her racing bike along California’s beaches, with her family trying to keep up.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

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