Meet Sofia

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Sofia Dumansky, MBA, MSM, LUTCF, CLTC

Financial Adviser

Sofia Dumansky, Financial Adviser through Eagle Strategies LLC, A Registered Investment Advisor, owns and operates her own business, TDG Financial LLC. Sofia graduated from UCONN in 2003 with a Bachelor of Science in Management from the School of Business with a minor in International Business. In 2006, she finished her Masters of Science in Management (MSM) with Honors and in 2008 obtained Masters of Business Administration (MBA) with Honors, both from Albertus Magnus College. Sofia began her career in the financial services industry in 2007. Sofia brings forth with her acquired knowledge based on her unique and diverse experiences that have proved invaluable in her current position as a Financial Adviser.

Combining the use of a macro-financial process, Sofia’s clients may benefit from more efficient and cost effective techniques designed to help achieve their identified and unique goals. Sofia believes that, “the greatest challenge people face in today’s financial environment is trying to realize all of their financial objectives with finite resources. So in essence, we look for strategic positioning and movement of money to accomplish clients’ objectives.” Sofia’s mission is to help her clients envision, create and implement strategies that will achieve benefits in the areas of wealth accumulation, tax strategies1, and improved protection management for a more enjoyable financial life.

Sofia maintains life and health insurances and securities licenses FINRA Series 6, 63, and 65. She is a Qualifying Member of the Million Dollar Round Table (MDRT)2.

Sofia migrated with her family to the United States from Ukraine in 1992 and speaks Ukrainian and Polish fluently, as well as understands Russian. She continues to be an active member of the Ukrainian and Polish communities as well as a member of Hartford Young Professionals and Entrepreneur’s(HYPE), South Windsor Jaycees, and other local organizations. Sofia currently serves as an active Board Member with COHI(Connecticut Oral Health Initiative), and is a current President of Maidan United Inc, a non-profit out of Hartford. Sofia enjoys playing tennis and volleyball, as well as hiking.

1Neither TDG Financial LLC or its staff, nor New York Life Insurance Company or its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

2Sofia was a qualifying member of MDRT in 2012, 2013, 2015 and 2016. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

My Designations

Master of Business Administration (MBA)

A Master of Business Administration (MBA) is a graduate degree achieved at a university or college that provides theoretical and practical training to help graduates gain a better understanding of general business management functions. The MBA degree can have a specific focus such as accounting, finance or marketing. An MBA is a level up from an undergraduate business degree, and once achieved generally places the graduate well above those with only undergraduate degrees. Most major universities and colleges provide MBA programs, which usually last two years.

Source: Investopedia

Master of Science in Management (MSM)

The MSM degree program provides state-of-the-art advanced leadership education, knowledge and skills to its students.  This degree program combines core leadership topics with the knowledge executives need to progress to the next level in thought leadership and influence within their organization. The major emphasis in the program is using leadership concepts to ethically lead the organization, drive managerial processes and systems, and leader development. The MSM is an accredited Master's degree program. Developed by a team of academic and practitioner experts at The American College, with the guidance of an advisory committee including representatives from Ernst & Young, Merrill Lynch, MetLife, Morgan Stanley, New York Life, Wells Fargo and other organizations, the MSM program delivers results.

Source: The American College

Certified in Long Term Care (CLTC)

CLTC stands for "Certified in Long-Term Care," a designation granted by the Corporation for Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care planning. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance. Long-term care insurance is a complex product. It offers many forms of protection and pricing structures. A CLTC professional is highly trained in the field of long-term care and knows the right questions to ask. Their goal, like all professionals, is to help you solve your needs.

Source: CLTC website

Life Underwriter Training Council Fellow (LUTCF)

LUTCF stands for "Life Underwriter Training Council Fellow,” the designation is only granted to individuals that complete the nine-week course and meet all the qualifications. The designation teaches advisors techniques and best practices used in life insurance and annuities, health and employee benefits, financial advising, and investments.

Source: NAIFA website

Industry Involvement

Eagle Strategies, LLC

Million Dollar Round Table (MDRT)

Sofia Dumansky is a Qualifying Member of the Million Dollar Round Table (MDRT). Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence for life insurance sales performance in the life insurance and financial services business.

Information Source: MDRT Website

 

 

Eagle Strategies, LLC

National Association of Insurance and Financial Advisors (NAIFA)

Sofia Dumansky ?is a member of the National Association of Insurance and Financial Advisors (NAIFA). Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Information Source: NAIFA Website

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