About Sona wealth (sona financial llc)
Sona Wealth (Sona Financial, LLC) is a financial planning and investment advisory firm founded by Mark Struthers CFP, CFA. The company provides comprehensive financial planning services to families and individuals who are looking for expert guidance in managing their finances. With a focus on retirement and college planning, Sona Wealth has become a trusted partner for many clients who want to secure their financial future.
Mark Struthers is the founder of Sona Wealth and has over 20 years of experience in the finance industry. He is a Certified Financial Planner (CFP) as well as a Chartered Financial Analyst (CFA), which makes him one of the most qualified professionals in the field. Mark's expertise lies in helping clients plan for retirement and college expenses, two areas that can be particularly challenging for families.
At Sona Wealth, Mark takes an individualized approach to each client's situation. He understands that everyone's financial goals are unique, so he works closely with each client to develop a customized plan that meets their specific needs. Whether it's creating an investment portfolio or developing a retirement income strategy, Mark has the knowledge and experience to help his clients achieve their goals.
One area where Sona Wealth excels is 401k rollovers. Many people have old 401k accounts from previous employers that they need to roll over into new accounts or IRAs. This process can be confusing and overwhelming for many people, but Mark has made it his specialty at Sona Wealth. He helps clients navigate this process smoothly so they can avoid costly mistakes.
In addition to providing expert financial advice, Sona Wealth also offers educational resources for its clients. The company hosts regular seminars on topics such as retirement planning and college savings strategies so that clients can stay informed about important issues affecting their finances.
Sona Wealth has been featured in major publications such as Forbes Magazine and The Wall Street Journal due to its reputation as one of the top financial planning firms in the country. Mark Struthers is often quoted in these publications as an expert on retirement and college planning.
Overall, Sona Wealth (Sona Financial, LLC) is a trusted partner for families and individuals who want to secure their financial future. With Mark Struthers' expertise and personalized approach, clients can feel confident that they are receiving the best possible advice for their unique situation. Whether it's planning for retirement or saving for college, Sona Wealth has the knowledge and experience to help clients achieve their goals.