Jaime Soza
Senior Advisor, Victory Financial
Jaime Soza is a financial advisor who works with families, professionals, and business owners who value long-term relationships and clear guidance. His focus is not on chasing trends or quick wins, but on building durable strategies that support growth, protection, and generational planning. Before entering financial services, he worked in the energy sector, where risk management, accountability, and operational discipline mattered every day. That experience shaped how he approaches wealth management - measured, transparent, and grounded in reality.
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He believes financial planning should feel personal, not transactional. Every client relationship begins with understanding values, family priorities, and life goals; then designing strategies that evolve as circumstances change.
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He lives and works in Texas, where family, community, and integrity still matter. Outside the office, you'll find him spending time with family and friends, coaching youth sports, various outdoor activities, or investing in the community he calls home.
