Does SoFi offer financial planning services?

Asked 5 months ago
SoFi does offer financial planning services through its platform, aiming to help individuals manage their finances more effectively. These services include guidance on budgeting, investment strategies, and retirement planning, which can assist users in setting and achieving their financial goals. SoFi offers access to certified financial planners who can provide personalized advice tailored to individual circumstances. Additionally, users can utilize a range of tools and resources on the SoFi platform to educate themselves about financial concepts and to create a comprehensive financial plan. For those interested in learning more about these services or seeking specific assistance, it is advisable to visit the current SoFi website, where detailed information and resources are available.
Adam Goldkamp is the editor / author responsible for this content.
Answered Jul 9, 2025

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