Dena Sogn

Client Service Professional at Cahill Financial Advisors Inc. - Edina, MN, US

Dena Sogn's Colleagues at Cahill Financial Advisors Inc.
Diane Park

Principal - Wealth Management

Contact Diane Park

James W.

Principal - Wealth Management

Contact James W.

Ben Setterlund

Senior Financial Advisor

Contact Ben Setterlund

Caitlin M.

Client Services Speicalist

Contact Caitlin M.

Gregory Blenkush

Principal - Wealth Management

Contact Gregory Blenkush

Aimee Papierniak

Portfolio Trading and Data Manager

Contact Aimee Papierniak

View All Dena Sogn's Colleagues
Dena Sogn's Contact Details
HQ
952-926-1659
Location
Greater Minneapolis-St. Paul Area
Company
Cahill Financial Advisors Inc.
Dena Sogn's Company Details
Cahill Financial Advisors Inc. logo, Cahill Financial Advisors Inc. contact details

Cahill Financial Advisors Inc.

Edina, MN, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Cahill Financial Advisors, Inc. est. 1980, is an independent, fee-only wealth management firm. We provide comprehensive financial planning and investment management services for individuals, families and small businesses.Why Choose Us:Team Approach. Our experienced advisory team and staff hold CFP®, CFA, CPA, CDFA, MBA, ChFC and MSFS credentials. Our clients are integral team members, and their concerns and desires are fundamental in crafting our advice.Comprehensive Strategies. We can offer a comprehensive view of our clients'​ financial situation when making recommendations and providing strategies.Independence. We are not representatives of any bank, brokerage or insurance company. Given our independent status, we are not restricted to any proprietary products or research.Fee-Only. In an effort to eliminate conflicts of interest, we are paid only by our client. No commissions are earned on financial products and we do not receive referral fees from insurance companies or other professionals to whom we make referrals. All fees are fully disclosed in our advisory agreements.Fiduciary Standard. Cahill Financial Advisors, Inc. is an SEC Registered Investment Advisor (RIA). As such, we act as a fiduciary for our clients, which requires us to always act in our clients best interest. Non-RIA brokers or agents are not held to this same fiduciary standard.

Finance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Cahill Financial Advisors Inc.
Frequently Asked Questions about Dena Sogn
Dena Sogn currently works for Cahill Financial Advisors Inc..
Dena Sogn's role at Cahill Financial Advisors Inc. is Client Service Professional.
Dena Sogn's email address is ***@cahillfa.com. To view Dena Sogn's full email address, please signup to ConnectPlex.
Dena Sogn works in the Investment Bank/Securities Brokerage industry.
Dena Sogn's colleagues at Cahill Financial Advisors Inc. are Diane Park, James W., Ben Setterlund, Caitlin M., Paige Chaussee, Gregory Blenkush, Aimee Papierniak and others.
Dena Sogn's phone number is 952-926-1659
See more information about Dena Sogn