Who do you listen to?

It’s a noisy world out there filled with contradictory opinions and misleading advice. How can you fine tune your ear to hear the wisdom that fits your values and is appropriate for your situation? Media is often not a good friend and can be our worst enemy when it comes to building wealth. Media is meant to elicit strong emotions. The viewpoints are often over simplified and can make us feel like we are falling behind and that everyone is smarter than us. Listen to Kamal and Tracy as they help you learn to discern the voices of wisdom so you can grow your money with confidence.

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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