Guidance You Can Trust. Clarity You Can Feel.
Naseem Financial was created to bring calm, confidence, and clarity to the financial lives of modern families.
In a region where responsibilities run deep and financial decisions shape generations, Naseem provides a grounded, culturally aware approach to financial literacy and planning.
We believe that wealth begins with understanding — and that every family deserves access to clear, judgment-free guidance that strengthens their foundation.
Meet Sonya
Not an influencer — an Ivy League–educated, Wall Street–trained financial professional.
Sonya founded Naseem Financial after nearly a decade inside some of the world’s most respected financial institutions, including Bank of America Merrill Lynch and Morgan Stanley, as well as leading fintech innovation programs with Bradesco, PurePoint, and Wipro. With a foundation from Georgetown University and a graduate degree from Columbia University in New York, her academic and professional pedigree is unmatched in the region.
Her career has focused on transforming how individuals understand, access, and manage their finances — from digitizing retirement planning tools to helping launch Latin America’s first mobile-only millennial bank. She has led product innovation initiatives leveraging emerging technologies, modernized advisor platforms, and built financial planning tools used by thousands of clients.
Yet her work is also deeply personal. As a mother of two raising a family in the United Arab Emirates, Sonya understands the cultural, emotional, and practical realities her clients face. Naseem Financial was created from this intersection — fusing global financial expertise with the lived experience of building a family, a future, and a sense of stability in the UAE..
What Makes Us Different
Culturally aligned
Rooted in family values, we understand the emotional layers behind money, marriage dynamics, childcare, and multi-generational expectations.
Experience you can trust
From Wall Street to the GCC, Sonya brings real-world expertise in digital wealth, fintech strategy, and household financial management.
Education-first approach
Our goal is not to manage your money — it’s to empower you to manage your own.
Focused on families
From new parents to established households, we guide you through budgeting, planning, childcare costs, savings systems, and long-term clarity.
Our Mission
To empower individuals and families with the knowledge, tools, and confidence they need to make smarter financial choices — and to build lives rooted in stability, intention, and long-term success.
Our Promise
Advice that is:
Simple
Clear
Non-judgmental
Practical
Tailored to your life, culture, and goals
Contact us
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