Mark Struthers, CFP®, CFA® Sona Wealth

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About Mark Struthers, CFP®, CFA®

Your family can live for today when you are confident about tomorrow!
Being an independent Chartered Financial Analyst (CFA – investing) and a CERTIFIED FINANCIAL PLANNER® professional (CFP® – planning & tax) allows Mark to address all aspects of your financial life. Mark is an expert at planning for college, retirement, and equity compensation. Mark is often featured in major publications, including being a frequent contributor to Bloomberg Wealth @ www.SonaWealthAdvisors.com

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Recently Published

What Does It Mean When Your Equity Compensation Is Underwater?

June 28, 2022

https://www.podbean.com/media/share/pb-gf26v-125e3b2 This week Mark goes through what it means when equity compensation options are underwater. Underwater Incentive Stock Options (ISOs)

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The post What Does It Mean When Your Equity Compensation Is Underwater? appeared first on MNice Investor.

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Ideal Clients

  • College Planning
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750+/qtr
  • Flat Fee: $1200+/engagement
  • Assets Under Management: 0.65%

SEC Records

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