financial advisor in Loveland Minjee Sohn
10590 Loveland-Madeira Road
Loveland, OH 45140
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It is my pleasure to serve the financial needs of people in the Cincinnati area. My experience in the financial industry started in 2015. I hold a Bachelor of Arts degree in economics and trade from Kyungpook National University in South Korea. I am fluent in Korean and Russian.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy traveling and spending time with my family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office10590 Loveland-Madeira Road
Loveland, OH 45140
Secondary office7137 Miami Avenue
Cincinnati, OH 45243
Secondary office7435 Wooster Pike
Cincinnati, OH 45227
Secondary office828 Mcclelland Road
Milford, OH 45150
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.