About Us

Real Experts. Your Future.

OUR VISION

It’s easy to see the news and feel that the future is fearful. Sound Advice is where you go to take control of your future. The world of financial advice is full of barriers. It’s exclusive. It’s secretive. It’s designed to leave most behind. Sound Advice is blowing the doors wide open on the world of money as we know it.

We’re sharing the advantage. Giving away copies of the keys. Opening doors and welcoming everyone to enter. With some expert advice and diligence we believe that building wealth can be available to anyone.

OUR MISSION

We believe everyone deserves access to expert financial guidance—without barriers, bias, or confusion. Through technology, transparency, and trusted expertise, we make financial planning simple, accessible, and tailored to real life. Whether you’re saving, investing, managing debt, or preparing for life’s biggest moments, we’re here to help you make confident decisions and build a stronger financial future.

Traditionally, the world of wealth has been exclusive to those who could afford expensive investment products and personalized financial advice.

We think that’s bullsh*t. Money is for everyone. So we built Sound Advice to share the wealth.

It doesn’t matter how much you make or how much you have, money can work for you, too. All it takes is some sensible guidance and small actions—employed with consistency—that put your money to work for you and grow over time. That’s what we’re here for. To give you the advice you need to build wealth in today’s world.

No barriers. No exceptions. Today is the day.

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Knowledge Is Power

We believe financial confidence starts with understanding. Our goal is to simplify complex financial topics and provide clear, actionable guidance.

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Personalized, Nothing Less

No two financial journeys are the same. We tailor our advice to fit each individual’s unique goals, lifestyle, and financial situation.
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Unbiased & Transparent

We provide honest, conflict-free advice—never driven by commissions or product sales. Your best interest is our only priority.
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Accessibility for All

Financial advice shouldn’t be reserved for the wealthy. We’re committed to making expert financial guidance available to everyone, regardless of income or background.
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Always Actionable

We don’t just give advice—we provide step-by-step guidance that helps people take real, meaningful action toward financial success.
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Trust & Integrity

Your financial well-being is our top priority. We operate with the highest standards of ethics, security, and respect for your personal information.

Our Leaders

Ashwin Jacob

Founder / CTO

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Christian Trejo

Founder / Head of Product

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David Lyon

Founder / CEO

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