Milorad "Miki" Sobot
Certified Financial Planner™
- 516.671.1099 x162
Milorad (Miki) Sobot is a CFP® professional based in Glen Head, New York. As a financial planner at Halliday Financial, Miki has built a well-respected and customer-oriented practice that focuses primarily on helping educators and their families build comprehensive financial plans.
He holds the designation CERTIFIED FINANCIAL PLANNER™. This means that Miki has proven the depth of his financial knowledge, and maintains the highest professional standards by always acting as a fiduciary and in the best interest of his clients. Miki utilizes a goals-based approach to planning.
Through a strategic planning process, Miki and his team help clients build and implement a comprehensive financial plan that helps with minimizing taxes, protecting principal, and providing a legacy for future generations to enjoy. The conversations start by listening to what is most important to clients and their families. Whether it is income and expense planning, tax reduction strategies, beneficiary planning, or maximizing employer benefits, Miki welcomes the opportunity to help people benefit from the coordinated value of independent advice.
In his free time, Miki enjoys playing and coaching soccer in the NY Metropolitan area as well as serving as an event coordinator for a charity organization – Serbs for Serbs. He is also a proud Siena alum! Go Saints!