About Me

Guiding values‑driven families & business owners to financial clarity, confidence, and legacy

I’m Sofia Hernandez—a proud Latina, Christian, and Thrivent financial professional. I help women, pastors, and business owners align money with mission so they can make wise decisions and build lasting legacies.

Featured on: Houston’s NBC affiliate KPRC2 and the Houston Chronicle.

Finalist—InvestmentNews Excellence Award.

What I Do

I turn complex financial choices into a practical plan you can live with—one that reflects your values and goals.

Business owners: Succession & legacy planning, tax‑efficient growth, risk & employee benefits
Families & couples: Values‑aligned budgeting, protection, retirement readiness
Pastors & ministries: Stewardship planning and coordinated support for congregations

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

How We’ll Work Together

Clarity: We map your goals and current reality—personal, business, and faith.
Strategy: We design a tailored plan using behavioral finance and biblical stewardship principles.
Action: We implement step‑by‑step, monitor progress, and adapt as life changes—so your plan stays relevant.

My philosophy echoes Matthew 7:24–27: build on a strong foundation through wise decisions and purposeful stewardship.

Why Clients Choose Me

Real‑world experience: Former entrepreneur with firsthand insight into cash flow, risk, growth, and succession challenges.
Bilingual & culturally attuned: I serve diverse communities with trust, clarity, and respect.
Proven educator: 100+ seminars and deep partnerships with churches and Hispanic business networks.
Media‑recognized: Insights featured on KPRC2 and in the Houston Chronicle.

Ready to align your finances with your values?

Book a 20‑minute virtual consultation to see if we’re a fit.

Book a meeting with Sofia Hernandez

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.