About FinenCy

Founded in Texas with a mission to empower individuals and families to achieve financial success through expert guidance, innovative solutions, and personalized service.

Our Mission

To provide accessible, comprehensive financial guidance that empowers our clients to make informed decisions and achieve their financial goals with confidence and security.

Our Vision

To be the most trusted financial partner in Texas, known for our integrity, expertise, and commitment to helping every client build a prosperous and secure financial future.

Our Values

Integrity, transparency, and client-first approach guide everything we do. We believe in building long-term relationships based on trust, respect, and mutual success.

Our Track Record

Numbers that reflect our commitment to client success

5,000+
Satisfied Clients
$500M+
Assets Under Management
15+
Years of Experience
98%
Client Satisfaction Rate

Meet Our Expert Team

Our certified financial professionals bring decades of combined experience and a passion for helping clients succeed.

Sarah Johnson

Chief Financial Officer & Founder

CPA CFP

15+ years

Sarah founded FinenCy with a vision to make professional financial planning accessible to everyone. She specializes in investment strategies and retirement planning.

Michael Rodriguez

Senior Investment Advisor

CFA MBA

12+ years

Michael brings extensive experience in portfolio management and market analysis. He helps clients navigate complex investment decisions with confidence.

Emily Chen

Personal Finance Specialist

CFP ChFC

10+ years

Emily specializes in budgeting, debt management, and credit improvement. She's passionate about helping clients achieve financial stability and growth.

David Thompson

Tax Strategy Consultant

CPA EA

14+ years

David provides expert tax planning and preparation services, helping clients optimize their tax strategies and maximize their financial efficiency.

Our Story

FinenCy was founded in 2009 in the heart of Texas with a simple yet powerful mission: to make professional financial planning accessible to everyone, regardless of their current financial situation.

What started as a small practice has grown into a comprehensive financial services firm, serving over 5,000 clients across Texas and beyond. Our success is built on the foundation of trust, expertise, and a genuine commitment to our clients' financial well-being.

Today, we continue to innovate and expand our services while maintaining the personal touch and attention to detail that our clients have come to expect. Every client relationship is a partnership, and every financial plan is a roadmap to a brighter future.