Presented by

An IRS Approved 501(c)3 Non-Profit Organization

 
 

Online Guide to Financial Clarity

ABOUT SOFA

Who We Are
Founded in 1993 in San Diego, 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, and the independent businesses they operate, provide valuable services to their communities. Our members include Financial Advisors, Estate Planning Attorneys, Insurance Professionals, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health & Wellness Practitioners. 


What We Do

Our SOFA members, utilizing their credentials and personal qualifications, donate time in the community conducting no-obligation financial education to individuals, companies, and organizations.
 

How We Do It

Our online eCourse and onsite seminars help to satisfy the Department of Labor's ERISA 404(c) Requirement that many companies need if offering any type of defined contribution pension plan to their employees. The education’ content will help those employees and members make informed financial decisions that will enhance their financial security.