Professional
Consulting Solutions.
About
Hello! I’m Sonia, a devoted mother, proud Florida native, and a seasoned professional with nearly fifteen years of experience in the financial services sector. My expertise lies in personal insurance, wealth protection, and business development, and I’m passionate about helping individuals and businesses secure their financial futures.
In partnership with the Insurance Office of America and Transparent Retirement Group, I offer a holistic approach to risk management and financial planning.
By leveraging a global network of trusted agents, underwriters, insurance carriers, and investment companies, I craft tailored solutions that address the unique needs of my clients. My work is supported by a team of dedicated professionals who share my commitment to delivering exceptional service and top-tier insurance solutions.
I truly believe that knowledge is power, and I’m driven by a desire to empower others to overcome financial challenges and achieve their dreams. Every step of the way, I’m here to guide you toward a more secure and prosperous future.
How can I help you reach your financial goals today?
Services
01
Financial Analysis & Planning
02
Insurance & Risk Management
03
Education & Mentorship
Building lifelong relationships
with one-on-one consulting services you can trust.
What you need,
on your time.
I offer complimentary consultations by phone, zoom, or at my office located in Tampa FL.
This time is dedicated to understanding your unique needs and goals so I can create an actionable plan, tailored just for you. Whether you need help reducing your insurance costs, planning for retirement, or seeking assistance with brand development and mentorship, I've got you covered.
The first step is clicking the Book Now button below and choosing a day and time on my calendar to meet with me.
Rest assured, all topics covered are subject to strict confidentiality guidelines in line with industry best practices.