The Society for Financial Awareness (SOFA) is proud to announce their newest chapter member – Randy Lee, CFP® and ChFC® , who will represent the Palm Beach County area. Randy is Principal and Financial Advisor with Lee Wealth Management in Jupiter FL.

SOFA is a nationwide nonprofit organization with the mission to end financial illiteracy across America, one community at a time. They are comprised of various working financial professionals who volunteer a Pro Bono service to their communities by conducting free financial educational workshops and seminars to companies, churches and other organizations.

Founded in 1993, SOFA has had the opportunity and privilege to work with various prominent companies and organizations across America. Their educational financial outreach, and years of continued success, has provided them name recognition and a reputation of excellence. SOFA’s clients include the FBI, NASA, Time Warner, Disney, and other Fortune 500 companies. (See attached list). You can also view some of the great feedback they have received from their corporate clients here.

As an organization, SOFA understands that discussing finances and financial blunders can be taboo and “off limits” for many. They are opening the door for this discussion to help individuals find financial comfort through their financial workshops and seminars. These workshops are purely educational – nothing is sold or solicited. It’s 100% non-proprietary financial literacy education.

SOFA workshops are designed to educate, inspire, and empower individuals to take better control of their financial lives. More often than not, this empowerment comes back to the organizer – and organization - in the form of good will and higher morale.

For organizations with retirement plans, SOFA helps satisfy Erisa (DOL) 404 (c) requirements to further educate and help employees better manage their retirement. They offer over 30 educational topics which can be viewed here: https://www.sofausa.org/seminar-topics.

If you would like SOFA and Randy to host a FREE workshop at your company or organization or if you would like more information about our organization, please visit www.sofausa.org, or contact Randy Lee at 561-747-0455 or [email protected].