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Somia Coaxum

Our Founder

I founded The Legacy Circle Financial with a clear mission: to empower individuals and families to take control of their financial future, build generational wealth, and leave a lasting legacy. 

 

After starting in the insurance and financial services industry, I quickly realized that many people lacked the knowledge and strategies needed to truly protect their assets and maximize their wealth. I became obsessed with finding a way to educate people on the things they did not teach us in school: financial education and wealth preservation. 

We all work hard for our money—but what good is it if we don’t know how to keep it, grow it, and pass it down? My goal is to help you break generational cycles, build real financial security, and create a future where your legacy outlives you. This isn’t just business for me. It’s personal. And I’m honored to be a part of your journey.

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Our Providers

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