Sophia Loh - Family Office
"Intellectual curiosity is the driving force that keeps my passion alive for the work I do and the families I serve. I look at each of my clients’ financial situations with a curious mind, looking beneath the surface to discover new possibilities to achieve their personal financial goals."
With over 25 years in the public and private sectors, Sophia brings an unparalleled depth of expertise to Frank, Rimerman + Co. LLP clients. As a Partner and Head of the Firm’s Family Office department, she leads her team to provide outsourced accounting support to high net worth individuals and their families. Sophia utilizes her expertise in managing start-up operations, accounting and business processes, system implementation, financial reporting, and budgeting to provide great insights and additional value to her clients.
Sophia is driven to help her clients work through their ideas for the future and helps them grow their personal wealth and their businesses. Because of her close relationships and depth of experience, clients frequently call on Sophia for her opinion on business decisions and personal buying decisions alike.
In 2016, Sophia received the CalCPA’s Women to Watch Award as an Experienced Leader and the Trailblazer Award for her philanthropic work including service on boards and her commitment to mentoring other women in their path to leadership positions within the accounting profession.
- B.S. University of California, Berkeley
- Board of Directors for Rubicon Programs
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)
- Former Treasurer and Board Member of Sustainable Contra Costa