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

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 is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.