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Proud Partner of The Society For Financial Awareness

Founded in 1993, SOFA has had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, has provided us name recognition and a reputation of excellence.

Who is SOFA?

Who is SOFA?

The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations.

Trinity Wealth Advisors is a proud partner of SOFA, and with our combined resources, we are able to make a differnece and empower everyday people just like you and me.

What You Get With Our Workshops

Our Workshops are free of charge to your Company/Organization/Place of Worship. Often a Once-Per-Month Series is established, bringing in various Speakers, covering various Topics.

Generic Financial Education


Satisfies ERISA 404c requirements


We offer over 25 different topics


We guarantee no selling as a Non-Profit


Why SOFA?

Have Questions About Having SOFA COME to You?

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