At Theophania Financials, we take an educational approach, providing personalized financial strategies to people from all walks of life. Whether you're just starting out, building for the future, or securing your legacy, there’s no need for a certain net worth or a minimum investment to work with us. We offer customized, no-obligation financial strategies for anyone who needs guidance or feels overlooked by traditional financial services.
Our team is committed to walking alongside you as we help you reach your financial goals. We provide practical solutions tailored to your unique needs. Let us help you move from dreaming to doing, with faith and financial clarity at the core of everything we do.
NP#17823064
Senior Marketing Director | Financial Professional| Entrepreneur
NP#18090477
Marketing Director | Financial Professional
NP# 19481307
Senior Associate | Financial Professional | Entrepreneur
NP# 21073534
Senior Associate | Financial Professional
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Theophania Financials is an organization that is comprised of independent contractors associated with World Financial Group Insurance Agency, LLC. and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, World Financial Insurance Agency, LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”). These agents offer Insurance products through World Financial Group Insurance Agency, LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA.
This material is intended for education and training purposes only and is not intended to be, nor should it be construed as, an offer or solicitation for the purchase of sales of any specific product, financial services, or other non-specified item.
Neither World Financial Group Insurance Agency, LLC nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.
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