Sound Financial Solutions, Inc.

Sound Financial Solutions, Inc. (CRD# 124878) is a financial advisory firm headquartered in Princeton, NJ. They manage $38,240,703 in 396 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $96,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA

Financial Advisors at Sound Financial Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Linda J. Farinola
CRD#: 4649032
103 Carnegie Ctr, Suite 309, Princeton, NJ 08540
96
Wealthminder
score

Linda Farinola (CRD# 4649032) is an Investment Advisor Representative working at Sound Financial Solutions, Inc. in Princeton, NJ and has over 16 years of experience in the finance industry. Linda Farinola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James G. Colitsas
CRD#: 4113918
103 Carnegie Ctr Dr`, Suite 309, Princeton, NJ 08540
93
Wealthminder
score

James Colitsas (CRD# 4113918) is an Investment Advisor Representative working at Sound Financial Solutions, Inc. in Princeton, NJ and has over 16 years of experience in the finance industry.

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