Yana Sogolov serves as Kluge Financial Group’s Director of Marketing. She focuses on maneuvering the firm to become a top brand in the industry in order to generate long-term growth and help clients pursue their financial goals. Yana has more than 20 years of experience in marketing and finance.
Yana is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 24, 52, 63, and 65 securities registrations. She also holds insurance producer licenses for life, health, accident, and variable.
Yana finds solving challenging issues the most enticing part of her profession. She decided to pursue a career in the financial services industry while observing market fluctuations and growth in the early 1990s. Yana specializes in directing digital marketing for wealth management professionals. She takes a patient, thoughtful, and agile approach to client consultations.
She obtained her BA and MBA from the DePaul University in Chicago, IL.
Fluent in English and Russian, Yana currently resides in South Florida, with her husband, two children.