A.J. Sohn, MBA, ChFC®, AIF®
Senior Vice President, Wealth Management & Private Wealth Advisor
978-264-9999 x202
andrew.sohn@bridgeport.financial
A.J. has been with Antaeus Wealth Advisors, now BridgePort Financial Solutions (BridgePort), since its inception in 2011. He believes progress is best made through objective planning, and that in today’s complex environment an advisor must remain fiercely independent to best serve clients.
A.J. specializes in working with high level executives, widows, and divorcees and holds FINRA Series 7, 24, and 63 licenses. He brings an organized approach to integrated planning for executives, allowing them greater freedom to focus on their demanding careers. A.J. also enjoys educating and providing guidance for widows and divorcees, helping them stay confident and in control of their financial future.
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