- Firm: Sona Financial, LLC
- Job Title: Owner & Fee-Only Planner
- Certifications: CFA, CFP®
Mark Struthers obtained the Chartered Financial Analyst (CFA) designation and became a Certified Financial Planner Certificant (CFP®) during his 14 years of investing and financial planning experience. Mark's passion is helping client's define and obtain financial success and wellness.
How is Sona Different?
- We work on retainer, so you can hold the assets where it is best for you
- Specialize in working with Gen X and Gen Y parents
- We can work virtually with client’s in most states
- We have a great passion for giving true unbiased advice
- We are a Fee-Only Fiduciary Firm / No commissions
- We use technology to inform and keep you on track
- Specialize in college education funding while still saving for retirement
We have everything you need to achieve financial success. Mark is:
- A CFA (over ten years) to manage the investment piece
- A CFP® to manage the financial planning piece
- The technical expertise and the freedom to use it
Disclaimer: Sona Financial, LLC is an Investment Adviser registered with the State of Minnesota. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned.
Quote from Mark Struthers
“With over 14 years of experience in the financial planning industry, Mark Struthers is the founder and principal of Sona Financial, LLC with a passion for giving truly unbiased advice to help families define and obtain success.”