19 years
Read the full profile of Elena Marsh, Retirement advisor
9 years advising
Next opening: Typically Tue, Thu, Sat
Home buying
Sofia Navarro
Certified Financial Planner
Sofia helps first-time buyers build a deposit, weigh mortgage offers and choose a home that suits the rest of their life.
- CFP®
- Based in
- Austin, TX
- Languages spoken
- English, Spanish
- Ways to meet
- Video, Phone, In person
Meet Sofia
Sofia worked in mortgage underwriting before she became a planner, so she knows exactly how a lender reads your finances. She uses that knowledge to help buyers arrive ready.
She is just as glad to tell you when renting is the better choice for now, and to show you the figures behind that advice.
Working together
- 01
Find a price range that still leaves room for saving, travel and surprises.
- 02
Set a deposit plan with a target date and a monthly amount.
- 03
Line up mortgage offers side by side, fine-print fees included.
Where they help most
- Saving for a down payment
- Mortgage comparisons
- Rent versus buy
- First-home budgets
What clients say
“Sofia got us into our first home and our savings were still standing at the end.”
Ana and Luis F.First-time buyers “She showed me why two more years of renting made more sense, and she turned out to be right.”
Grace H.Architect “Comparing mortgages with her saved us over nine thousand dollars in fees.”
Devon S.Paramedic
Still looking
