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Sofia Hernandez

Advisor Image
Sofia Hernandez
Market Director
.
FIC, BFA™, CEPA®
4400 Post Oak Parkway Suite 450
Houston, TX 77027
Spanish-Speaking
Business Planning
About Me

Houston Financial Advisor Helping Families and Business Owners Build Wealth with Purpose


I help families and business owners achieve financial clarity, retirement confidence, and long‑term legacy planning—always aligned with their values.

I’m Sofia Hernandez, a faith‑driven financial advisor and Thrivent professional based in Houston. I specialize in financial planning, retirement strategies, and legacy solutions for those who want their money to reflect what matters most.

As featured on: NBC Houston (KPRC2) • Houston Chronicle

Finalist: InvestmentNews Excellence Award


What I Do

I transform complex financial decisions into a clear, fiduciary‑guided financial plan you can confidently act on.

Financial Planning for Business Owners

  • Business succession & legacy planning
  • Tax‑efficient growth strategies
  • Risk management & employee benefits

Financial Planning for Families & Couples

  • Personal financial planning & budgeting
  • Retirement income and protection strategies

Stewardship Planning for Pastors & Ministries

  • Faith‑aligned financial guidance
  • Coordinated planning support for congregations


I collaborate with CPAs and attorneys and provide customized planning dashboards—so you always know where you stand.


Why Clients Choose Me

  • Former entrepreneur: Real‑world insight into business, cash flow, succession, and risk
  • Bilingual financial advisor: Serving diverse and Hispanic communities with clarity and trust
  • Experienced educator: 100+ financial education seminars with churches and business networks
  • Media‑recognized: Featured on KPRC2 and in the Houston Chronicle


Looking for a financial advisor who understands your values and goals?

Schedule a 30‑minute virtual consultation to see if we’re a fit.

https://calendly.com/sofia-hernandez-thrivent

My qualifications
  • Bachelors of Business Administration/Management, Pontificia Universidad Catolica
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Certified Exit Planning Advisor®
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
  • Securities Industry Essentials
  • Languages spoken: English, Spanish
Thrivent product and services may only be available in English.
My state licenses
  • California(Insurance Lic. #4394727)
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Kansas
  • Maryland
  • Michigan
  • Minnesota
  • Missouri
  • New Jersey
  • New York
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • Washington DC
  • Wisconsin

Insights

View all 
Insight image
Your career can change when you find the right people to grow alongside. Talent matters. Work ethic matters. But so do the people around you. One of the things I value most about this career is the opportunity to build meaningful relationships with people who want to grow, serve others, and make a difference. I’m looking to connect with professionals who are curious about financial services and want a career where relationships, personal growth, entrepreneurship, and impact can come together. You don’t have to have it all figured out. You just need to be open to asking: Could there be something more for me? If that question resonates with you, let’s connect. #FinancialCareers #FinancialAdvisor #CareerGrowth #Entrepreneurship #Leadership
Finances + Generosity | Thrivent
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
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Insight image
What if you’re not starting over? What if you’re bringing everything you’ve learned into something bigger? I understand this personally. I became a financial advisor in my early 40s after years as an entrepreneur and developing leaders. I didn’t leave that experience behind. I brought it with me. That’s why I’m especially interested in meeting accomplished professionals, entrepreneurs, and leaders who may be thinking about their next chapter. A career in financial services can give the right person an opportunity to combine experience, relationships, business ownership, leadership, and meaningful impact. You may already have many of the skills needed. You may simply need the right opportunity to use them differently. If you’re wondering what your next chapter could look like, let’s talk. #CareerChange #FinancialAdvisor #FinancialServices #Entrepreneurship #Leadership #Purpose Disclosures: thrivent.com/social

Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Create more breathing room with Money Canvas® image

Create more breathing room with Money Canvas®

Jan 5, 2026, 5:00 AM UTC - Jan 5, 2027, 5:00 AM UTC
Healthy Budgeting Program
Registration: https://www.thrivent.com/what-we-offer/generosity/money-canvas.htmlMoney Canvas®️ is a free online program that helps you build healthier budgeting, saving, and spending habits. Over the course of three virtual sessions with your Money Guide, you will build confidence and learn to manage your money mindfully. Money Canvas offers three guided sessions that work together to help you free up more money to put toward your financial priorities. Your Money Guide will stick with you throughout the program and help you build new money management skills at your own pace. Each session lasts about one hour and tackles a unique aspect of day-to-day finances. Coaching is available in English and Spanish visit thrivent.com/moneycanvas or click on the REGISTER button to visit the Money Canvas website.No products will be sold. For additional disclosures, see thrivent.com/social 
RegisterLearn more
Thrivent Action Teams image

Thrivent Action Teams

Jan 5, 2026, 5:00 AM UTC - Jan 5, 2027, 5:00 AM UTC
In the Community
Make a difference in your community, with your community! Supporting your community is easy with Thrivent Action Teams. Apply to lead a group in a fundraiser, educational event or service activity. Then, gather a team of volunteers to make an impact together. Thrivent provides a customized kit of resources, along with up to $250 of seed money, to kickstart your project. Your team provides the passion to bring it to life. To learn more, visit our website at www.thrivent.com/actionteams or click on the REGISTER button to visit the Thrivent Action Team page on Thrivent.com.No products will be sold. For additional disclosures, see thrivent.com/social
RegisterLearn more
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Office location
Houston Location
4400 Post Oak Parkway Suite 450
Houston, TX 77027
Phone503-875-4799Hours

Monday – Friday: 9 a.m. – 6 p.m.

Saturday – Sunday: by appointment only

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent product and services may only be available in English.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations