About
Who We Are
We are a client-centered financial services firm, driven by our four core values: integrity in the way we do business, commitment to our clients, transparency in the conduct of our business and passion in what we do. Connecting with our clients’ values is at the core of the financial decision-making process and we strive to achieve that connection with the expectation of building long-term, trusting relationships with our clients.
Our Mission
The financial planning process is ongoing; we sit with our clients to engage in conversation about what’s important to them, what they want to achieve and how they want to live as they transition through life. The formal process involves:
- Identifying and prioritizing the goals and objectives they wish to achieve
- Gathering information
- Analyzing the information
- Proposing solutions that require implementation
- Regularly reviewing all stages of the process and incorporating new issues that come up.
Meet Sonia
Sonia was born and raised in Brooklyn, N.Y. She attended Fordham University and City University, attaining both a B.S. and M.S. in education, as well as two Sixth Year degrees, one in education from SCSU and one in financial planning from Quinnipiac University. After an initial career in education and community organizing, Sonia entered the world of finance, working in banking as a credit analyst and later as a financial planner. She is fully bilingual; English/Spanish.
Sonia hold various licenses including, Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform State Securities Agent), Series 65 (Investment Advisor Representative). She also holds Life, Variable Annuity, Variable Life, Long Term Care and Disability Insurance Licenses.
Sonia Caban is married and lives in Woodbridge, CT. She has three living children, a step daughter and two grandchildren. Her philosophy is to live and enjoy life to the fullest, every day, while securing a sound future for self and loved ones. She contributes to humanitarian causes and social justice issues.
Refer a Friend
We enjoy working with each of our clients and gladly take referrals.
Contact us
Caban Financial
Phone: 203-214-4489
Fax: 203-389-0009
Email: scaban@cabanfinancial.com
4 Lines Road
Woodbridge, CT 06525
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Cabán Financial are not affiliated.
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