MEET THE FLUENS TEAM

Sofia Prieto

Wealth Associate

Sofia Prieto joined Fluens Wealth following her graduation from Texas A&M University in 2026, where she earned a B.S. in Economics with a Minor in Business. She graduated with University Honors, Latin Honors, and Undergraduate Research Scholar recognition, reflecting her commitment to academic excellence, leadership, and research. Her undergraduate research focused on behavioral economics and consumer decision-making, strengthening the analytical approach she brings to financial planning. 


Sofia brings experience in wealth management, data analysis, client service, and organizational leadership through internships, mentorship programs, and campus leadership roles. As a member of the next generation of wealth management professionals, she is actively pursuing industry licensing and is dedicated to helping clients and advisors navigate an evolving financial landscape through thoughtful analysis, personalized service, and meaningful relationships. Passionate about education and client service, she enjoys helping others feel informed and confident in their financial decisions. 



Outside of work, Sofia enjoys photography, traveling, discovering new films, creating playlists, and staying active through tennis and other recreational activities. She enjoys leveraging technology and innovative planning tools to create a more organized, efficient, and engaging experience for both clients and advisors. Ultimately, she values lifelong learning, meaningful relationships, and creating memorable experiences with family and friends. 

EDUCATION

Texas A&M University, B.S. Economics with a Minor in Business

CONTACT SOFIA

956-468-0292

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With over decades of combined financial services experience, Fluens Wealth Management consists of five advisors, each skilled in providing international and domestic clients with differentiated wealth management services.


We are bilingual, fluent in English and Spanish, and are proud of our deep roots in South Texas. Our valuable work experience is enhanced by our advanced academic degrees in international business, finance and banking.

As an independent firm, we have the flexibility to work with best in class resource partners to safeguard our clients assets, provide support for our practice and enhance the solutions we tailor for our global clients.

Resource Partners

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