Sonia Martinez-Trujillo, PE, CFM
Fiduciary Financial Advisor Serving Latin Americans, Engineers, & Beyond
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Serving Clients Nationwide
Fiduciary Financial Advisor Serving Latin Americans, Engineers, & Beyond
Areas of Focus
- Budgeting
- Business Owners
- Career
- Caregiving for Parents
- Catholic Values Investing
- Education Funding
- Employee Benefits
- Estate Planning
- Family and Money
- Financial Life Planning
- Getting out of Debt
- Giving
- Having a Baby
- Insurance
- Investing
- Investment Management
- Money Psychology
- Real Estate Investing
- Retirement Planning
- Saving
- Setting Up Retirement Accounts
- Side Hustles
- Social Security
- Taxes
- Travel
- Women & Wealth
- Work from Home
About Sonia Martinez-Trujillo, PE, CFM
Hi, I'm Sonia Martinez-Trujillo. I believe everyone deserves access to clear, honest financial advice, regardless of income or background.I'm a fee-only, fiduciary financial advisor. That means I don't earn commissions or sell products - Instead, I am legally and ethically required to act in your best interest.
Beyond that, my philosophy is simple: This is personal.
You are not a template. Your life, your family, and your goals are unique. My goal is to understand what matters most to you and build a plan that supports it.
As a licensed engineer, I also prioritize accuracy, optimization, and a high level of detail when planning.
My Story
I came to this beautiful country as a minor & was blessed to receive a full-ride scholarship to study engineering at the University of Texas-- Hook’ Em Horns!
After more than 10 fulfilling years in the engineering industry, I felt called to step away and focus on what matters most: more time with my three little ones, growing in my faith, and stepping into a new chapter as a fiduciary financial advisor.
I wasn’t always good with money. In 2014, my husband and I were earning more than ever, but stuck deep in debt. After my second child was born, I wanted to take a year off. I was working too many late nights, and I just missed my babies. But I couldn’t afford to. We had too many payments and not enough savings.
That's when I decided one day I’d use money to buy more time to spend with my family. I stopped using my paycheck to fund a lifestyle that didn’t make me happy and started making simple but life-changing decisions that have reshaped my life.
It took my husband Chris & I time and consistency, but we did it. Now I help my clients do the same.
Some are learning to budget for the first time. Others are earning more than they ever imagined and still feel stuck. I work with both and everyone in between. Because building wealth is not just about having more money but about creating the freedom to spend your time on what matters most.
Bilingual & Bicultural
I work with clients in both English and Spanish, whichever feels most like home. Because the best financial conversations happen when nothing gets lost in translation.
On a Personal Note
In my free time, I enjoy date nights with my husband Chris, playing boardgames with our three children, and volunteering in my community—whether that’s mentoring at-risk students, serving in my American Heritage Girls troop, or teaching math & personal finances to high schoolers. I also love worshiping and serving as a family at our home parish of St. Ignatius of Loyola Catholic church.
I enjoy camping, hiking, and gardening. And while I have two dogs and two cats, I’m very much a dog person.
Primary Location
20333 TX-249 Suite 200 Houston, TX 77070
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. This is a complimentary virtual meeting to discuss what’s on your mind financially, talk through your financial questions, and see if working together is a good fit. My goal is for you to walk away with clarity on your next financial steps. I look forward to meeting you!Offers Investment Management
Yes
About Fiduciary Financial Advisors
I launched my practice through Fiduciary Financial Advisors to offer fee-only financial planning and asset management services for individuals and couples at every income level.Who I Work Best With
I work with people from many backgrounds, but I’m specially passionate about those who feel overlooked or underserved. I also understand what it’s like to be in a demanding career, late nights trying to meet deadlines and not having enough time to spend with the people you love. It’s easy for your own financial life to take a back seat.
I work best with people who see themselves in one (or more) of these:
♡ Individuals and families feeling stuck trading their time for money
♡ Spanish speakers searching for an unfiltered conversation*
♡ Detail-oriented engineers
♡ Families seeking multigenerational support for their children and their parents
♡ Catholic families looking to align their money with their faith
* My Spanish speaking clients will often bring their parents to our meetings so they can ask a question, their adult children so they can learn something, and maybe even their cousin who has a question about their business. Financial education often becomes a family affair, and I enjoy every minute of it.
What I Help With
✔️ Planning & Strategy
✔️ Investment & Benefits
✔️ Advanced Planning
✔️ Life Transitions
Let's Stay Connected
Please follow along to hear my story and see how I talk about personal finance, investing, building wealth, and everything in between. Click the 'Book Intro Call' button to schedule a free conversation, use the 'Contact Me' button to send me an email, or just follow me on social media via the links above.
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Investment Advisory Services are offered through Fiduciary Financial Advisors, a registered investment adviser. This content is provided for general educational purposes only and is not intended as investment, legal, or tax advice, or as a recommendation to engage any particular adviser or compensation model. Any decision regarding an advisory relationship should be based on an individual’s specific needs, circumstances, and a review of the adviser’s disclosures and services.
Education
The University of Texas at Austin, Bachelor of Science (B.S.), Civil Engineering
Volunteer Experience
📖 Hight School Mentor ✝️ Youth Ministry ⛺ American Heritage Girls 💰 Financial Literacy Volunteer
Hobbies and Interests
- Animal Rescue
- Animals
- Board Games
- Camping
- Canoeing
- Church
- Family
- Gardening
- Hiking
- Reading
- Volunteering
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- Christians
- Content Creators
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Engineers
- Families
- Gen X
- Gen Y / Millennials
- Hispanic | Latino
- Immigrants
- Individuals
- Intergenerational Families
- Parents
- Real Estate Agents
- Single Women
- Travel Lovers
- Widow
- Young Families
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