Mark Struthers, CFP®, CFA® Sona Wealth

Contact this advisor

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

Contact this advisor

Recently Published

A College Financial Planning Conversation with A Real Parent

July 14, 2021

https://www.podbean.com/media/share/pb-vq4vg-10840d6 Join Mark and Dan Cepress, the father of many of our dad jokes, to discuss the college financial planning

Continue reading

The post A College Financial Planning Conversation with A Real Parent appeared first on MNice Investor.

Read the full post →

Visit the blog →

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

Loading...