Raha Wealth & Insurance Services
Soho Fini
Financial Advisor|CDFA®, CFP®
Professional
Soho and his team implement a comprehensive financial planning experience for highly-skilled professionals who are willing to pause their lives and seriously examine their financial position. They are advocates of financial literacy, empowering clients to get in the driver's seat of their plan. They are a trusted partner in their community, supporting professionals, families, and privately-owned businesses. When you join the community of leaders, moguls, and change-makers working with this team, you will never be alone again on your journey to a secure and abundant future.
Certified CDFA® Professional
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. CDFA® professionals provide the client and attorney with data analysis that shows the financial effect of any given settlement. They become part of the divorce team and provide support on financial issues such as:
- Understanding the short-term and long-term effects of dividing property.
- Analyzing pensions and retirement plans.
- Determining if the client can afford the marital home, and if not, what he or she can afford.
- Recognizing the tax consequences of different settlement proposals.
Education
Degree
Bachelor of Arts
Minor
Major
International Finance- Global Business
Leadership and Human Relations
Institution
University of Southern California
University of Southern California
Lending a hand in my community.
In alignment with the Northwestern Mutual Foundation, Soho aims to improve the lives of children and families in need through financial support, volunteerism, and through leadership and collaboration with community partners. 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.
University of Southern California: Alma Matter
Like any other graduate of the University of Southern California, Soho is a proud Trojan! He is passionate about helping current students and fellow Alumni grow and develop their professional careers. He currently serves as the Student Engagement Chair for the USC Young Alumni Council.
Camp Ronald McDonald for Good Times
“The opportunity we have at Northwestern Mutual comes with an obligation to give back, whether it’s money, time, or both,” said Soho, who, as a former intern himself, served as the leader for the Los Angeles office intern team. “These philanthropic engagements are part of our professional and organizational DNA.” Under his leadership, the intern team received the prestigious Northwestern Mutual Community Service Award. As part of the award, the team received a $5,000 grant to support Camp Ronald McDonald for Good Times, a nonprofit that offers camping opportunities to cancer patients, their siblings and parents year-round.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
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.
