Sofia Dumansky, MBA, MSM, LUTCF®, CLTC®
Financial Advisor
Sofia Dumansky, Financial Adviser through Eagle Strategies LLC, A Registered Investment Advisor, owns and operates Legatum Financial LLC. She began her career in the financial services industry in 2007 and has acquired extensive knowledge through her unique and diverse experiences that have proved invaluable to her clients.
Combining the use of a macro-financial process, Sofia’s clients benefit from more efficient and cost-effective techniques designed to help achieve their identified and unique goals. She believes that “The greatest challenge people face in today’s financial environment is trying to realize all of their financial objectives with finite resources. We look for strategic positioning and movement of money to accomplish our clients’ objectives.” Her mission is to help her clients envision, create, and implement strategies that will achieve benefits in the areas of wealth accumulation, tax strategies, 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), is currently a Community Leader, and has been actively involved in the Innovation, Bylaws, and Ethics Committees.
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 and is involved in her local chamber of commerce and BNI (Business Networking International).
Sofia is also a co-founder of Maidan United Inc., a Hartford-based non-profit focusing on delivering much needed medical supplies to Ukraine. She’s an active board member of NAIFA (National Association of Insurance and Financial Advisors) and previously served two terms as President. She is also a past board member and Treasurer for COHI (Connecticut Oral Health Initiative).
Sofia graduated from UCONN with a Bachelor of Science in Management (BSM) from the School of Business with a minor in International Business. In 2006, she received her Masters of Science in Management (MSM) with Honors and in 2008 obtained her Masters of Business Administration (MBA) with Honors, both from Albertus Magnus College.
Sofia enjoys playing tennis and volleyball, as well as skiing and hiking.
