Sohum Financial Planning, LLC

Congrats! You have taken the first step towards financial empowerment and we welcome you to Sohum Financial Planning, LLC!



We hope your visit today will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, charitable giving and wealth preservation. Most important, we hope you see the value of working with a Certified Financial Planner, to successfully accomplish your financial goals. Sohum Financial Planning LLC (SFP) aims to always put the interests of our clients first and be the best fiduciary possible to you and your families at the Individual client level and to you and your employees at the Business client level.

Devika Kamboh is the Founder, CEO and Chief Compliance Officer of SFP. Under her leadership, we plan to grow this business organically, through referrals from satisfied clients and businesses and via acquisitions & mergers with like-minded financial advisors looking to partner with a competent & experienced team. Devika is also a public speaker and provides financial literacy workshops across a variety of current topics that empower women, veterans, families of special needs dependents, high net individuals and clients with foreign assets that help navigate the complex worlds of investments, insurance planning, tax planning, estate planning and generational wealth, charitable giving, cross border planning, employee benefits and retirement planning. We team up with experts in the legal and tax field to ensure that your financial plan is robust enough to meet your financial goals across several scenarios.

We’re here to help educate you about the basic concepts of financial planning as well as advanced planning services; to help you learn more about who we are; and to give you easy access to market performance data. We hope you take advantage of these resources and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Today's investment climate offers unprecedented opportunities. At Sohum Financial Planning, LLC (SFP), our mission is to help clients take advantage of those opportunities by providing you with three key tools:

·       A clear understanding of your financial goals

·       A well-defined roadmap for achieving those goals

·       Ongoing advice to help adjust your roadmap as your needs change

Here, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

SFP is a full-service company specializing in all areas of financial planning : These include - Cash flow& debt management; College planning; Insurance planning & Risk Management; Investment planning; Tax Planning; Retirement planning, Small business pension plans & benefits planning; Charitable giving; and Estate planning & weath conservation.