Sophia Cosette Kann

Employer firm

Confluence Financial Partners CRD 311980

$6.84B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Confluence Financial Partners
  Pittsburgh, PA
• 09/2021 → 06/2022
  Student
  Easton, PA
• 06/2021 → 08/2021
  Confluence Financial Partners
  Pittsburgh, PA
• 09/2020 → 05/2021
  Student
  Easton, PA
• 06/2020 → 08/2020
  Confluence Financial Partners
  Pittsburgh, PA
• 01/2010 → 05/2020
  Student
  Pittsburgh, PA

Designations

• Certified Financial Planner

Other Names

• Sophie Cosette Hudson
• Sophia Cosette Hudson