


Sophia Rodriguez Financial Advisory
Financial Services • Panamá, Panamá, Panama • 1-10 Employees
Company overview
| Headquarters | Panamá, Panamá, Panama |
| Websites | |
| NAICS | 52 |
| Keywords | Webinars, Capacitaciones, Patrimonio, ConsultorÃa, Inversiones, Finanzas, Finanzas Personales, Planificacion Financiera, Ingresos Pasivos, Construir Capital, Creación De Capital, Crecimiento Patrimonial |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Sophia Rodriguez Financial Advisory
Sophia Rodriguez
Sophia Rodriguez Financial Advisory - CEO Founder & Financial Advisor
About Sophia Rodriguez Financial Advisory
Since 2016, we started as Finanzas con Sophia, helping professionals across Latin America achieve financial security through personalized financial planning and tailored investment strategies. As our vision expanded globally, we evolved into Sophia Rodriguez Financial Advisory, now headquartered in Dubai, UAE. Our Mission We are committed to providing world-class financial advisory services while maintaining a personalized, trust-based approach. Our expertise lies in designing customized financial solutions that deliver sustainable results and help our clients build a strong financial future. How We Add Value 📌 Retirement Planning – We create personalized financial strategies to ensure a secure and independent retirement, aligned with your goals and unique circumstances. 📌 Personalized Financial Management – We help you organize and optimize your finances through a comprehensive plan that includes budgeting, debt management, and savings strategies. 📌 Investment Advisory – We develop diversified investment portfolios tailored to your risk profile and financial objectives. 📌 Real Estate Investments (Dubai) – We provide expert guidance on selecting, managing, and maximizing returns in Dubai’s thriving real estate market. 📌 Financial Education & Employee Well-being – We offer workshops and personalized financial guidance to enhance the financial health of employees and clients. At Sophia Rodriguez Financial Advisory, our goal is to turn your financial aspirations into tangible achievements. We focus on protecting and growing your wealth, creating a solid foundation for a prosperous and sustainable future. Listen to "El Podcast de Finanzas con Sophia" for more insights: 🎙 Website: https://sophiarodriguezfa.com/podcast/ 🎙 Spotify: https://open.spotify.com/show/0IJg3h4pcWiAFpN9ms5p0y 🎙 Apple Podcast: https://podcasts.apple.com/podcast/el-podcast-de-finanzas-con-sophia/id1526328916
Sophia Rodriguez Financial Advisory revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sophia Rodriguez Financial Advisory has never raised funding before.
Frequently asked questions
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