Financial Advisor
Sofia Askari
Financial Advisor
Strengthening the trajectory of people's lives
About Us
As a San Diego native, I've grown accustomed to its great weather and beautiful beaches. I grew up with immigrant parents who taught me to be proud of my culture and taught me the lessons of their struggles. Through the many lessons I've learned I developed an acute understanding that hard work will get you far, and education will get you even farther. After graduating with my BS in Finance, I've continued to expand my knowledge by studying to attain my MSFS MBA in finance and tax planning. Prior to focusing on my career in finance, I was a high-level athlete my whole life. Not only did I earn a scholarship to play during my time in college, but I was also recruited to play for the Iranian Women's National team for the 2020 World Cup Qualifiers.
When you partner with me, you can expect to get a teammate who will battle the curve balls of life with you every step of the way. The nature of our relationship will always be judgment-free and pressure-free. The environment of our conversations will be jargon-free. I strive to provide you the best experience possible for you and your family.
Lending a hand in our community.
The ability to make a positive difference in people's lives is what drew me to this career. Knowing that my work goes beyond myself and directly impacts my community has always been extremely important to me. As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. I know firsthand how difficult it can be to see your loved one go through this. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
