Common Investment Mistakes

 

Kamal Basra, BSc, CFP 

Co- Founder, Sophia Financial, Financial Advisor 

Data driven, fact checking, translator of complex economic info into understandable plans, champion for diversity and fairness … 

“Numbers matter. People matter.” 

Tracy Theemes, MA, CFP 

Co- Founder, Sophia Financial, Financial Advisor 

Motivator, truth seeker, wisdom sharer, protector of those who are vulnerable and champion for those who try… 

“It’s not about the numbers but the stories we tell ourselves about those numbers.” 

About Sophia Wealth Academy: 

From our first day in business at Sophia Financial Group, we made two promises: to deliver honest, effective financial advice with portfolio management services; and to be a source of financial education and empowerment for women. 

We give one day a week of pro bono financial advice to anyone, regardless of their economic circumstances and we host free financial workshops in our offices and in the community. 

We are committed to delivering the highest level of service as professionals as well as having a positive social and economic impact in our community and with the people we serve. 

To learn more visit: https://sophiawealthacademy.com/ 

 
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