PV Financial’s Sophie Miller Earns CPFA Designation

Sophie Miller

LUDLOW — PV Financial Group announced that Sophie Miller, financial planner, has earned the certified plan fiduciary advisor (CPFA) designation.

The CPFA designation demonstrates knowledge, expertise, and commitment to working with retirement plans. It validates Miller’s understanding of retirement plan management, fiduciary duty, and ERISA regulations. With this credential, she is further equipped to support retirement plan clients, including those with 401(k), 403(b), and other defined contribution plans.

Miller joined the PV Financial Group team in the summer of 2024 as an operations support specialist. Since then, she has expanded her role, gradually taking on financial planning responsibilities and strengthening the firm’s ability to support both advisors and clients.

“We’re proud to see Sophie continue to grow professionally,” said Ed Sokolowski, managing partner and wealth advisor at PV Financial Group. “Strengthening our employees’ knowledge and abilities allows them to develop their careers while also delivering the best possible service to our clients and the communities we serve.”

PV Financial Group remains committed to supporting professional development across its team, ensuring clients benefit from knowledgeable professionals and thoughtful financial guidance.