Sonya Troullier is the Managing Partner of Comprehensive Financial Design Group, where the principal focus is on financial planning strategies. She is a Registered Investment Advisor, who believes the cornerstone of all investment planning is to acquire a personal, understanding of how each client’s financial necessities aligned with their desired lifestyle. Having confidence in her abilities, she is able to assist her clients by implementing a financial strategy that can impart healthy investment decisions.
Primarily, Sonya focuses on personalized, tailored financial education, where the products and services she offers can align with the needs of her client. Her goal is to seek to arrive at mutually agreed upon financial plans that accurately reflect the client’s goal with their objective. Her thoughtfulness brings creativity to each individual financial situation by taking a holistic approach when helping design a client’s financial future. Sonya articulates, “for me, it’s all about transforming lives, cultivating long-term relationships and helping my clients leave a financial legacy for their families.” Transforming and cultivating is exactly what she does; with a cheerful, pleasant personality and exceptional interpersonal skills, Sonya helps to bring a level of calm, and trust to all of her clients.
Leaning on 25 years of professional experience, Sonya established the Comprehensive Financial Design Group in 2020. As alumni of U T Arlington, she embraces her B.S. degree as the foundation of her independent journey into the financial fortitude she exudes toward others. Her unwavering desire to build a firm directed her to consistently look for ways to progress and expand her career. Sonya has completed the Executive Entrepreneur Leadership Program at Babson College in Boston. “Understanding industry trends, business acumen, and continuing education speaks volumes to clients both current and future. It demonstrates my commitment to clients and their success and overall financial well-being."
Sonya is passionate about various non-profit, charitable organizations, she believes in giving back; “I read a quote that sums up my outlook on life. Service is the rent you pay for being here on earth.” Some of the positions she held in her philanthropic experience include:
Vice Chair - Community and Business Development, Black Heritage Committee of the Houston Livestock Show and Rodeo, an organization that gives over $350,000 in scholarships to African-American students every year.
Board of Directors for the Ambassadors for Christ, an organization
Volunteer - March of Dimes, Children’s Advocates, Woman’s Council for Battered Women and Houston Business Forum.
Mentor - Stepping Into Strength (SIS) Mentoring Program which builds and develops young girls in the community to become resilient, fearless, educated and empowered.
Board of Directors - Habitat for Humanity partnership to give back to an underprivileged family She also works tirelessly with Habitat for Humanity Houston helping raise awareness and funds to help build homes for women and their families.
Board of Directors – Lue Wish, Inc. non-profit organization that grants wishes to women who are experiencing life altering issues due to cancer, heart disease and domestic violence.
Member of the Continental Houston Metropolitan Societies, Inc. non-profit philanthropic service organization dedicated to enhancing the lives of underserved children in the Houston Metropolitan area.
2022 featured on the NASDAQ Billboard in Time Square in New York City as an industry leader with Prudential.
Member of the Million Dollar Round Table, a global independent association of the world's leading life insurance and financial service professionals.
Sonya has been invited to speak at numerous arenas, including the Tom Joyner Fantastic Voyage Cruise and Sister-to-Sister Network.
Sonya is well-renowned with her wide-range monetary planning, but her primary areas of expertise include but are not limited to Comprehensive Financial Planning, Estate Planning, Private Money Management, Qualified Retirement Planning, Business Succession, Buy/Sell Agreement Funding, Executive Compensation Plans, Deferred Compensation Arrangements, Charitable Planning Techniques, and Small Business Financial Solutions.
Sonya Troullier offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Comprehensive Financial Design Group is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.