Sofia Hernandez


Financial Advisor

State(s) Licensed:   DC, FL, MD, NY, OR, TX, WA

Phone 503-875-4799

4400 Post Oak Parkway Suite 450
Houston, TX 77027

Sofia Hernandez

State(s) Licensed:   DC, FL, MD, NY, OR, TX, WA

Let's put your plans in motion!

No matter what stage in life, you can depend on me to help you achieve financial clarity and confidence as you work toward your financial goals and dreams. I view money as a tool that helps get you where you’re going, and my guidance helps inspire you to make thoughtful choices and encourages you to live the life you envision.

Our approach revolves around collaboration, which puts the focus on what’s important to you. By working together, we’ll uncover your values, develop your goals and understand where you are today and where you want to be tomorrow. Then we’ll share our findings based on your unique situation and help you implement steps that reflect your priorities, while adapting to life changes and celebrating progress.

Let's take the first step together towards financial clarity. Please complete your information below, and we will arrange a time to connect and explore how we can work together. I eagerly anticipate our meeting!

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Houston Office



M – F: 9 a.m. – 5 p.m.