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Sophia Rodriguez Financial Advisory

Sophia Rodriguez Financial Advisory

Financial Services • Flag of PAPanamá, Panamá, Panama • 1-10 Employees

Company overview

HeadquartersPanamá, Panamá, Panama
Websites
NAICS52
Keywords
Webinars, Capacitaciones, Patrimonio, Consultoría, Inversiones, Finanzas, Finanzas Personales, Planificacion Financiera, Ingresos Pasivos, Construir Capital, Creación De Capital, Crecimiento Patrimonial
Founded2016
Employees1-10
Socials

Key Contact at Sophia Rodriguez Financial Advisory

Flag of AE

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

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Sophia Rodriguez Financial Advisory revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Sophia Rodriguez Financial Advisory has never raised funding before.

Frequently asked questions

Sophia Rodriguez Financial Advisory is located in Panamá, Panamá, PA.
Sophia Rodriguez Financial Advisory was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Sophia Rodriguez Financial Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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