Your Professional Money Team

Where can I turn to for help? We hear this question from so many people who are trying to achieve their goals. There are so many designations and job titles in the world of finance, it makes figuring out who and where to get professional advice from, a daunting and overwhelming task. The Dynamic Duo will outline the major financial professions, and what they can do for you. They will show us who you need, for what, and when. No one can move to the next level of their financial journey without credible, relevant guidance. Finding your next advisor requires a whole new designation in itself! But listen in – we will help you figure it out! 

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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