Strategic Advisers
47yrs
Top advisor by experience at Strategic Advisers
New
Sofia Pina
Financial advisor at Hilltop Wealth Advisors
Sofia Pina is a fiduciary financial advisor in Chapel Hill, North Carolina, registered since Jan 2026. Sofia has been with Hilltop Wealth Advisors since 2026. Hilltop Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 291 advisors with offices in Chapel Hill, and one of 257 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.08 million
Advisors at the firm11
States licensed ?1 state
Services through Hilltop Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowHilltop Wealth Advisors, LLCCurrent firm
Contact Sofia
(919) 401-1500Hilltop Wealth Advisors main office 6340 Quadrangle Drive Suite 100Chapel Hill, NC 27517Office · Get directions LinkedIn pageHilltop Wealth Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sofia
Tailored to Sofia’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sofia
How do I contact Sofia?
Call Hilltop Wealth Advisors at (919) 401-1500 and ask for Sofia Pina. Sofia works from the Chapel Hill, NC office.
How long has Sofia been a financial advisor?
Sofia is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Sofia hold?
Series 65. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Hilltop Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sofia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Commonwealth Financial Network
47yrs
Top 1% by experience in North Carolina
Morgan Stanley
47yrs
Top 1% by experience in North Carolina
Morgan Stanley
47yrs
Top 1% by experience in North Carolina
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in North Carolina
Merrill
45yrs
Top 1% by experience in North Carolina