Sorfis Investments, LLC
112 Tinkers Trl
Chardon, Ohio 44024
United States
Phone: (440) 696-0130
Email: joe@sorfis.com
Website: https://sorfis.com/
Training: Active Registered Life Planner® more info
Specialties
Life Planning, Retirement Planning, Investment Management.
About My Practice
Sorfis Investments has been in business as a Registered Investment Adviser since 2019. We believe in putting clients at the center of their financial plans, not their money, and we use a philosophy rooted in value investing to help us manage client portfolios.
About Joseph Koster
Joe has over two decades of experience in investment and wealth management, overseeing investment portfolios as well as analyzing both public and private investment opportunities. Joe is a Registered Life Planner® (RLP®) and a Chartered Financial Consultant (ChFC®). He is responsible for managing the investments in client accounts and the financial planning process.
Joe grew up in Northeast Ohio and currently lives in Chardon with his wife, Diane, and their two children. In his free time, Joe enjoys spending time with his family, reading, and the occasional round of golf.
Ideal Clients
Our ideal client is typically aged 40-60 years old when they first become a client, is interested in planning for retirement through the Life Planning process, and would like to find an advisor to accompany them and their families for a time period measured in decades.
Compensation
We are a fee-only, independent Registered Investment Adviser. We currently only charge on a client's assets under management with us.
Industry Start Date
2005