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Yana Sogolov has over 20 years of work experience, beginning with their role as a Personal Banker at Chase Bank in 1997. Yana then moved to H&R Block in 1999, where they were a Financial Adviser. In 2004, they worked as a Transition Consultant, Strategic Growth and Internal Planning Specialist at Genworth Financial. In 2012, they began working at Cetera Financial Specialists LLC as a Senior Sales Consultant. In 2016, they were a Contributing Writer at advisorTV and a Digital Strategy at Mabbly. Yana also held a role as Director of Marketing at Kluge Financial Group LLC in 2017. Finally, in 2019, they began working as a Customer Success at ProHabits.

Yana Sogolov obtained their MBA from DePaul Driehaus College of Business in 2007, and a Master of Business Administration from The University of Chicago Booth School of Business in 2005. Yana also holds a Certified Financial Planner certification from the Certified Financial Planner Board of Standards, Inc.