Founder & CEO
Jim Chilton is a San Diego California native, SDSU college athlete alumni. Jim began his early years as a full time teacher/coach at the high school level. With a natural ability for public speaking and interpersonal communication skills, Jim joined the financial services industry in the early 1980’s. After achieving a desirable level of success, Jim felt the need to do more for his community.
In the summer of 1993 Jim founded “SOFA” The Society for Financial Awareness. Since 1993, The Society for Financial Awareness has expanded into a national presence. As financial literacy programs are yet to go main stream “SOFA” will continue to offer and improve its educational services to corporations, companies & city governments.
Jim enjoys riding his bike, reading and spending quality time with his family and friends. Jim’s electrifying personality and passion for coaching allows for Jim to partake in various speaking engagements across the country. Jim intentionally leaves his calendar flexible as he thrives under new and exciting businesses opportunities. Regarding Jim’s future, he will never retire!
Director of Business Development
Rachelle Montgomery is the Director of Business Development for SOFA. While building relationships with IMOs, FMOs and many other businesses, she works very closely with all of our SOFA members and potential members to help them reach their potential and long term goals. Rachelle studied at Coleman University where she studied Computer Information Systems. In her spare time she loves spending time with her dogs, Bentley and Malkin, she also enjoys cars and fitness.
Membership Services Manager
Diana is SOFA's Membership Services Manager. Diana schedules Seminars and Appointments for SOFA members to gain access into companies and locations across the nation. Diana also helps all SOFA members with their day to day SOFA needs and inquiries. She loves spending time with her two boys and going to the beach.