Broker Check
Yana Sogolov

Yana Sogolov

Wealth Management Advisor & Director of Marketing

Yana embarked on her financial services journey in 1999, gaining experience in both the retail and wholesale sectors. Presently, she holds the dual roles of Wealth Management Advisor and Director of Marketing at Kluge Financial Group. Her mission is to elevate the firm into a leading industry brand, fostering long-term growth and assisting clients in achieving their financial aspirations.

With over 25 years of expertise in marketing and finance, Yana is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 24, 52, 63, and 65 securities registrations. Additionally, she maintains insurance producer licenses covering life, health, accident, and variable products.

Yana's passion lies in tackling complex challenges within her profession. Her decision to enter the financial services realm was influenced by her observations of market fluctuations and growth in the early 1990s. Specializing in directing digital marketing strategies for wealth management professionals, she approaches client consultations with patience, thoughtfulness, and agility.

Yana earned her BA and MBA from DePaul University in Chicago, IL. Fluent in English and Russian, she currently resides in South Florida with her husband and two children.