PROVIDING FINANCIAL EDUCATION, ACROSS AMERICA - ONE COMMUNITY AT A TIME
Offering courses customized to serve Colorado gov't agencies, associations, and private companies
Free In-Person & Online Classes for State employees
Financial Professionals experienced in financial planning needs of PERA recipients
Satisfies ERISA (DOL) 404c Requirement
Complimentary Consultations provided
WHO WE ARE
The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations. These events are designed to educate and help attendees understand and address a variety of financial topics and concerns.
Our members include Financial Advisors, Estate Planning Attorneys, Insurance Professionals, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health & Wellness Practitioners. Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, has provided us name recognition and a reputation of excellence.
SOFA Headquarters is located at 3914 Murphy Canyon Road Suite A125, San Diego, CA 92123.