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Whether it’s CRYPTO, STOCKS, or planning for RETIREMENT, the best time to start is now. Small steps today can lead to big gains tomorrow.
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About

About Me

I'm Sophia Elena Haney CRD#: 6887787 regulated by FINRA

    I’m Sophia Elena Haney (CRD#: 6887787), a financial advisor, broker, and trader with extensive expertise in stocks, traditional investments, and cryptocurrency markets. I specialize in portfolio management, financial planning, and developing personalized stock and crypto asset strategies for clients looking to diversify and optimize their wealth. Licensed with Series 7 and Series 66 certifications, I provide transparent, performance focused guidance and focus on helping clients make informed decisions that align with their long term financial goals. By combining deep market knowledge with practical trading insights, I empower clients to navigate both stock and digital markets confidently while achieving sustainable growth.

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Detailed Report: View FINRA BrokerCheck Report

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Education

2016–2018

B.A. in Economics & Finance

University of British Columbia

Focus: Financial markets, behavioral economics, and portfolio theory

2018–2020

Professional Certifications

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA) Level II Emphasis on fiduciary ethics, wealth planning, and risk management

2020–2022

Specialized Crypto & Blockchain Training

MIT Media Lab – Cryptocurrency & Blockchain Certification

ConsenSys Academy – Ethereum Smart Contracts & DeFi Applied learning in digital asset advisory and blockchain compliance

2023–2025

Postgraduate & Ongoing Education

Master’s in Financial Technology (FinTech)

London Business School (in progress) Includes AI in finance, decentralized finance (DeFi), and regulatory frameworks

Experience

2016–2018

Junior Equity Analyst

Stock Markets

• Analyzed large-cap and growth stocks for institutional portfolios.
• Produced sector research and supported long-term investment modeling.

2018–2020

Crypto Trader

Portfolio Associate

• Managed digital asset portfolios with a focus on Bitcoin, Ethereum, and altcoins.
• Built and tested crypto trading strategies across 30+ platforms.

2020–2022

Investment Adviser

Stocks, Crypto & Retirement Planning

• Provided fiduciary advice on equities and crypto integration.
• Helped clients build long-term savings plans, including IRAs, pensions, and crypto‑linked retirement options.

2022–2023

Real Estate

Retirement Investment Analyst

• Evaluated residential and commercial property investments for portfolio inclusion.
• Designed real estate-backed retirement strategies to hedge inflation and boost passive income.

2023–2024

Real Estate

Retirement Investment Analyst

• Evaluated residential and commercial property investments for portfolio inclusion.
• Designed real estate-backed retirement strategies to hedge inflation and boost passive income.

2023–2024

Senior Portfolio Manager

Multi‑Asset & Long-Term Wealth

• 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.

My skills

Crypto Asset Management

92%
67%
Last week
89%
Last month

Market Research & Technical Analysis

80%
62%
Last week
73%
Last month

Stock Market Analysis

86%
70%
Last week
74%
Last month

Day Trading

95%

Crypto Analytics

85%

Trade Signals and Strategies

95%

Stock and Forex trading

90%

Crypto mining

85%

Risk Management

80%

Awards

2020

Rising Star in Financial Innovation

Financial Planning Association (FPA)

Recognized for early leadership in integrating crypto assets into client portfolios with a strong fiduciary approach.

2021

Best Use of Technology in Financial Advice

WealthTech Awards

Honored for pioneering the use of decentralized finance (DeFi) tools and blockchain platforms in portfolio management.

2023

Excellence in Retirement Planning

UK Financial Services Awards

Awarded for building long-term savings strategies that blended traditional pensions with modern digital asset exposure.

2025

Top 40 Under 40 in Wealth Management

Global Finance & Investment Review

Selected for shaping the future of ethical financial advice across crypto, stocks, and real estate.

Services

What makes my trading program worth joining?

My program gives you clear strategies, real market insights, and hands on support so you can trade with confidence, not guesswork.

TRADING WITHOUT RESTRICTIONS

Once you've gone through these processes and developed your unique trading strategy, you're good to go. Remember, There's always need to review incase your strategy falls through.

TESTING AND REVIEW

Before going all in, I test my strategy with demo accounts or starting small. This gives me feedback with data to review and decide if I'm sticking to a particular strategy or not.

ANALYSIS & DEVELOPMENT

Unlock your financial potential with a trading program designed to teach you real strategies that work whether you’re a beginner or leveling up.

MASTER THE MARKET ON YOUR TERMS

After crafting a strategy that fits your style, you’re set to step into the market. Always stay alert even the best plans need reevaluation. When momentum shifts, adaptability is key.

Crypto-Inclusive Wealth Planning

Personalized investment strategies that combine traditional assets (stocks, bonds, real estate) with digital assets like Bitcoin, Ethereum, and DeFi tokens.

PLANNING & RESEARCH

I do a lot of planning and extensive research before I start up any trade, investment or financial adventure. These two keywords have been the bedrock of my success over the years

Testimonials

What Clients Say

Real feedback from individuals and families who’ve worked with Sophia E. Haney.

"Sophia gave me a balanced plan for stocks and crypto. For the first time, I feel confident about retiring stress free. Priceless!"

John M. – USA

"Sophia Haney changed how I see money. Her stock guidance is clear and steady, and I’m actually seeing growth. I trust her completely."

Emily R. – UK

"Joining Sophia’s copy trading group was the best choice. My portfolio is growing, and learning with others keeps me motivated. Now Heading to $2mill!! Cheers!"

Marc D. – France

"Fair dinkum, I never thought I’d get into trading, but her copy trading group made it so easy to follow along. I just mirrored trades and watched my account grow. She’s got this knack for spotting moves before they happen."

Lina H. – Australia

"Haney’s advice helped me exit the 9-to-5 earlier than planned."

David S. – Ireland

"Sophia made crypto simple. I started knowing nothing, now I’m making smart trades and even withdrew over $800,000 under 4months! That’s life changing for me and my family."

Elena V. – Spain

"Sophia’s support has completely shifted my financial outlook. I used to feel overwhelmed by investing, but with her fast learning approach, I actually get it now, Her crypto strategy outperformed my expectations."

Andreas P. – Netherlands

"Never thought I’d make real money trading. Sophia’s strategy worked, and I’m finally ahead with confidence I never had before."

Nora K. – Sweden

Get in touch

BOOK A FREE CONSULTATION

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.

WhatsApp

+1(417) 737-9862

Telegram

Sophiaehaney

Before You Apply

Please read through the following FAQ and requirements to make sure this is the right fit for you.

1: How much time do I need to commit?

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.

2: How long does it take to become competent?

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.

3: I am a beginner – is this for me?

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.

4: I am an experienced investor – will I learn anything new?

Definitely. Members with 10+ years of investing experience learn advanced projections, valuation models, and in-depth balance sheet analysis.

5: What topics are covered?

You’ll learn long-term investing strategies, portfolio management, how to analyze companies financially, and how to spot opportunities while avoiding costly mistakes.

Note: To get the most out of this program, you should be ready to invest both your time and capital seriously. This is not a get-rich-quick scheme, but a structured long-term investing approach.
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