Eva Sofia, QPFC
Vice President, Wealth Management,
Financial Advisor,
Financial Planning Specialist
Direct:
(206) 343-2940(206) 343-2940
My Mission Statement
Empowering clients to build, protect, and share wealth with purpose
My Story and Services
When it comes to your family’s wealth, you shouldn’t have to manage complexity alone. You deserve an advocate. I collaborate with a team of skilled professionals to deliver custom solutions for disciplined investing, tax mitigation, wealth transfer, asset protection planning, estate planning strategy, and charitable giving. My focus is simple: gain a deep understanding of your families' interests on an ongoing basis and show you what's possible. My wealth management style is built on advanced planning, connecting families with investment opportunities, and strong relationships. This is true wealth management: helping you safeguard what you've built and move forward with intention.
I work closely with families, entrepreneurs, and professionals to manage wealth through advanced financial planning and investment guidance. I act as a financial advocate and coordinate a team of professionals in the best interest of clients. Together, we design integrated strategies to help mitigate taxes, maximize business value, protect client wealth, so clients can enjoy greater freedom today, and preserve their legacy for generations to come. Planning is a dynamic process that enables us to engineer clients' goals into reality.
I come with over 25 years of experience in health care, and 14 years of experience as a small business owner. Helping clients gain financial health amplifies their ability to generate excellent health for themselves and their communities. It fuels my passion for guiding clients to financial literacy. Within healthcare, I was a registered dietician for 22 years and have been a naturopathic physician for 14 years. I constantly look for opportunities to apply wealth management strategies to promote equity, sustainability, and ethical governance around the world.
I completed my undergraduate studies at Cornell University, followed by a Master of Science in Clinical Nutrition at New York University. I moved to the great state of Washington to earn my Doctorate of Naturopathic Medicine and Master of Science in Acupuncture and Oriental Medicine degrees at Bastyr University.
I am a Taiwanese immigrant, and a proud mom of two bright, rambunctious, and hilarious kids. We love creating adventures in our Pacific Northwest playground and beyond with friends and family. In my spare time, I enjoy backpacking, Latin dance, cooking, and learning multiple languages. I volunteer, when I can, at the University District Food Bank delivering groceries to households in need.
Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
I work closely with families, entrepreneurs, and professionals to manage wealth through advanced financial planning and investment guidance. I act as a financial advocate and coordinate a team of professionals in the best interest of clients. Together, we design integrated strategies to help mitigate taxes, maximize business value, protect client wealth, so clients can enjoy greater freedom today, and preserve their legacy for generations to come. Planning is a dynamic process that enables us to engineer clients' goals into reality.
I come with over 25 years of experience in health care, and 14 years of experience as a small business owner. Helping clients gain financial health amplifies their ability to generate excellent health for themselves and their communities. It fuels my passion for guiding clients to financial literacy. Within healthcare, I was a registered dietician for 22 years and have been a naturopathic physician for 14 years. I constantly look for opportunities to apply wealth management strategies to promote equity, sustainability, and ethical governance around the world.
I completed my undergraduate studies at Cornell University, followed by a Master of Science in Clinical Nutrition at New York University. I moved to the great state of Washington to earn my Doctorate of Naturopathic Medicine and Master of Science in Acupuncture and Oriental Medicine degrees at Bastyr University.
I am a Taiwanese immigrant, and a proud mom of two bright, rambunctious, and hilarious kids. We love creating adventures in our Pacific Northwest playground and beyond with friends and family. In my spare time, I enjoy backpacking, Latin dance, cooking, and learning multiple languages. I volunteer, when I can, at the University District Food Bank delivering groceries to households in need.
Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: GA, AK, AL, AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, OH, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 2452527
NMLS#: 2452527
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Advanced Financial Planning
Every strong financial journey starts with a plan. My advanced planning services help bring clarity, confidence, and coordination to the decisions that shape your life, legacy, and business.
- Financial Planning: Aligning your goals, cash flow, investments, and risk management into a clear, actionable plan to help you build and protect long-term wealth.
- Estate Planning Strategy: Reviewing your tax and estate structures to help ensure tax attributes are accurately reflected in the client's asset allocation analysis.
- Tax Planning: Identifying tax-smart strategies across income, investments, and charitable giving to potentially reduce taxes and keep more of what you earn.
- Retirement Planning: Modeling your retirement income needs and savings strategy to help you retire with confidence and adapt as markets and life change.
- Business Succession Planning: Helping you develop a transition plan that addresses valuation, ownership transfer, liquidity needs, and continuity for your business and family.
- Advanced Financial Planning: combining financial, estate, tax, retirement, and business succession planning in concert.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Location
601 Union Street
Suite 5200
Seattle, WA 98101
US
Direct:
(206) 343-2940(206) 343-2940
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Eva Sofia today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
