Broker Check

Jaffe Tilchin Weath Management - Tampa, FL

Call Us: (813) 963-2500

 

Sophia Goode

Your Partner in Financial Success

Sophia Goode, Investment Advisor Representative

Sophia Goode, Investment Advisor Representative

Sophia Goode takes a personalized approach to helping clients navigate complex issues to achieve their financial goals. She is a fee-based investment advisor representative who specializes in financial planning and investment management for women and professionals.
 
She joined Jaffe Tilchin Wealth Management, an investment management and insurance advisory firm based in Tampa, because of their shared philosophy of putting clients’ needs first.
 
She has spent her entire career in financial services at some of the most respected companies in the country in a variety of roles.
 
She became interested in personal financial planning because of her strong desire to empower and educate individuals in creating a simplified path to financial freedom.
 
Prior to joining Jaffe Tilchin Wealth Management, she was a financial advisor supporting high net worth clients at a well-known brokerage firm. She holds her life and health insurance licenses, and she became securities-licensed in 2004.
 
She is a candidate for the Certified Financial Planner™ designation, and completed her education through the American College of Financial Planning in December 2019.
 
Sophia graduated from the University of Florida. Active in the community, she has served as board member for Voices for Children of Tampa Bay and Brookwood Florida, and volunteers as a youth soccer coach. Outside the office, hobbies include running, bicycling and being outdoors. Sophia and her family reside in Tampa.
Planning Futures

Planning Futures

A Proven Approach

A Proven Approach

Our Values

Our Values

We provide holistic financial planning and full-service wealth management services to those who need it the most. We combine the highest level of service with cutting-edge technology to provide clients a clear roadmap to a financially secure future.

How We Work & Who We Help

How We Work & Who We Help

Our Approach Is All About You

We'll partner with you to help you create a clearer path to financial freedom and success. Our proven process is client-focused and tailored to meet your goals.

Our Clients

We primarily work with people in the wealth accumulation or pre-retirement stage of their lives. Our clients tend to be charitably inclined and active in the community.

Interested in learning more about our process and how we can help you? Call Sophia Goode at 813-963-2500 or email info@jaffetilchin.com to schedule a no-obligation introductory call. 

Comprehensive Wealth Management & Financial Planning

Comprehensive Wealth Management & Financial Planning

Services for individuals and families include:

  • Cash Flow Analysis
  • Risk Management
  • Investments
  • Tax Planning
  • Estate Planning
  • College Planning

Building the financial foundation with your goals in mind

Protect

How can we protect what you've earned? How can we protect those we love the most?

Plan

Are you saving for a big purchase, like a home? How much should you put away for education? Are you prepared for an emergency? What's the magic number to retire comfortably?

Prioritize

How do you view risk vs. reward? Can your investments keep up with inflation? How do you balance performance with tax efficiency?

Pass Along

What impact do you want to make? How do you want your affairs managed? How will your legacy continue?

Your Partner in financial success

Your Partner in financial success

To achieve financial success, we need to truly understand you. We start by listening to you and putting you first.

As your advocate, we work with your CPA, attorney and other professionals to keep you on track.

When appropriate, we include other family members and professionals to ensure your needs are represented.

Call Sophia Goode at 813-964-4218 or email sgoode@jaffetilchin.com to schedule a no-obligation introductory call.