Patricia (Trish) Soto

Patricia D. Soto (Trish) [ChFEBC℠]

3478 Albantowne Way or
PO Box 58
Edgewood, MD 21040

Original Certification Date: 11/4/2011

ChFEBC℠ Number: 1P10S11A2

Organization: My Shepard Financial

Broker Dealer: Cambridge

Phone: 443-372-5148
Cell: 410-652-9742
Fax: 443-587-4182


States Currently Licensed: MD, PA, WA, DC, VA, NC, SC, GA, FL, AZ, OH, DE, CA

State Insurance License #: 162267

CRD #: 4405588

Primary Insurance: Banner, American General, Athene

Primary Investment: Vanguard, Fidelity, Invesco, Franklin and so many more

Services: Comprehensive financial planning and written plans, retirement planning

Additional Information: Almost 23 years of experience working with military, federal employees and gov’t contractors