Sofia Espinoza
Tempe
Summary
Dynamic professional with a strong work ethic and proven customer service skills, honed at Dutch Bros Coffee. Successfully managed multiple responsibilities while delivering exceptional guest experiences. Experienced in financial planning through an externship at Amplified Planning, where I developed comprehensive strategies and utilized industry-standard tools to enhance client engagement.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Child Care Provider
Busy Bees Babysitting
Phoenix
05.2022 - Current
- Supervised children and ensured safety and well-being
- Assisted with schoolwork, meals, and routines
- Managed multiple responsibilities in fast-paced settings
- Created a nurturing environment for development
Barista
Dutch Bros Coffee
Mesa
03.2024 - 12.2025
- Delivered high-quality beverages efficiently in a fast-paced environment
- Provided exceptional customer service and positive guest experiences
- Handled cash transactions and ensured order accuracy
- Collaborated with team members to maintain smooth operations
Externship Intern
Amplified Planning
Remote
05.2025 - 08.2025
- Completed intensive financial planning externship simulating real advisor responsibilities and client interactions
- Developed comprehensive financial plans addressing retirement, tax, estate, and investment strategies
- Strengthened knowledge of the financial planning process, client onboarding, and portfolio recommendations
- Gained exposure to industry-standard tools (eMoney, Redtail, Asset-Map) used in wealth management firms
- Accumulated 500 CFP®-eligible experience hours through applied financial planning work
Education
Bachelor of Arts - Business Financial Planning
W. P. Carey School of Business, Arizona State University
Tempe, AZ05-2026
Skills
- Customer Service
- Conflict Resolution
- Problem-Solving
- Teamwork
- Time Management
- Dependable
- Strong Work Ethic
- Customer engagement
Certification
CPR Certified
Activities Involvement
- Member of Girl Gains at ASU
- Financial Planning Student Association member
Timeline
Externship Intern
Amplified Planning
05.2025 - 08.2025
Barista
Dutch Bros Coffee
03.2024 - 12.2025
Child Care Provider
Busy Bees Babysitting
05.2022 - Current
Bachelor of Arts - Business Financial Planning
W. P. Carey School of Business, Arizona State University