Sonia Horanzy
Certifed College Advisor Financial Professional @World Financial Group (WFG)
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WORK HISTORY
Certifed College Advisor Financial Professional @World Financial Group (WFG)
Austin, TX, US
EDUCATION
San José State University
Bachelor's degree, Communication and Media Studies
UCLA
Bachelor of Arts (B.A.), Communication Studies
SKILLS
ABOUT SONIA HORANZY
As an experienced Financial Professional, I am dedicated to serving as a trusted advisor to my clients, empowering them to achieve their aspirations through meticulous planning. My role involves identifying and addressing their mission-critical financial needs, leveraging their assets effectively to maximize impact, and safeguard against potential threats that may impede their path to financial independence.I guide clients in designing and curating a life of intentional design rather than chance, fostering a strategic approach that acknowledges existing risks and challenges. Through a phased strategic planning process akin to reaching Everest via base camps, I assist in constructing a personalized roadmap towards their defined success, ensuring peace of mind and a prosperous future.Education is paramount in my practice—I equip clients with the knowledge to discern complexities and engage comprehensively in their financial strategy. By facilitating access to appropriate tools and services, I enable them to confidently execute their tailored plans with assurance and readiness.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Capitol Wealth Strategies, LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 0M28163. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:20••••31/
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