0 Financial project delivered
I'm Sophia Elena Haney CRD#: 6887787 regulated by FINRA
0 Financial project delivered
Focus: Financial markets, behavioral economics, and portfolio theory
Chartered Financial Analyst (CFA) Level II Emphasis on fiduciary ethics, wealth planning, and risk management
ConsenSys Academy – Ethereum Smart Contracts & DeFi Applied learning in digital asset advisory and blockchain compliance
London Business School (in progress) Includes AI in finance, decentralized finance (DeFi), and regulatory frameworks
• Analyzed large-cap and growth stocks for institutional portfolios.
• Produced sector research and supported long-term investment modeling.
• Managed digital asset portfolios with a focus on Bitcoin, Ethereum, and altcoins.
• Built and tested crypto trading strategies across 30+ platforms.
• Provided fiduciary advice on equities and crypto integration.
• Helped clients build long-term savings plans, including IRAs, pensions, and crypto‑linked retirement options.
• Evaluated residential and commercial property investments for portfolio inclusion.
• Designed real estate-backed retirement strategies to hedge inflation and boost passive income.
• Evaluated residential and commercial property investments for portfolio inclusion.
• Designed real estate-backed retirement strategies to hedge inflation and boost passive income.
• Led diversified portfolios across stocks, crypto, real estate, and retirement vehicles.
• Focused on tax-efficient wealth building and sustainable savings plans for families and individuals.
• Oversaw strategy for retirement income, intergenerational wealth, and blended portfolios.
Recognized for early leadership in integrating crypto assets into client portfolios with a strong fiduciary approach.
Honored for pioneering the use of decentralized finance (DeFi) tools and blockchain platforms in portfolio management.
Awarded for building long-term savings strategies that blended traditional pensions with modern digital asset exposure.
Selected for shaping the future of ethical financial advice across crypto, stocks, and real estate.
My program gives you clear strategies, real market insights, and hands on support so you can trade with confidence, not guesswork.
Real feedback from individuals and families who’ve worked with Sophia E. Haney.
Talking about money might not be at the top of your agenda, but I can help transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with me to see if I could be the right fit for you.
Please read through the following FAQ and requirements to make sure this is the right fit for you.
Most members should be able to find 1-4 hours a week to see results. If you can commit more time, you will progress faster.
Everyone learns at their own pace, but most of our members start feeling comfortable buying and selling stocks within a couple of months. When it comes to crypto, the learning curve is usually a little quicker, and many pick it up in just a few weeks.
Yes. Many of our members actually joined in their early years of investing. As long as you already have a few thousand dollars in the market and are able to add to it regularly each month, you’ll be in a good position to put what you learn into action and start seeing real results.
Definitely. Members with 10+ years of investing experience learn advanced projections, valuation models, and in-depth balance sheet analysis.
You’ll learn long-term investing strategies, portfolio management, how to analyze companies financially, and how to spot opportunities while avoiding costly mistakes.
