Sofia Parada-Fernandez Client Services Associate
- Client Services & Onboarding
Sofia Parada-Fernandez is a Client Services Associate at Cassaday & Company and joined the firm in December 2025. In her role, she monitors client account activity, initiates and processes client requests, and serves as a consistent point of contact for general inquiries.
Prior to joining Cassaday & Company, Sofia held a similar role at another financial services firm, where she developed a strong foundation in client service and advisor support.
Originally from Northern California, Sofia has lived in several places and now calls Washington, D.C. home. Outside of work, she enjoys taking dance classes, cooking, and staying engaged in her community through volunteer opportunities.
Sofia is not registered with Osaic Wealth, Inc., or Cassaday & Company, Inc., and does not offer securities or investment advisory services.