Sona Financial, LLC is a fee-only practice. Mark has investment and financial planning experience and education, holding the CFA® and CFP®, respectively. When you fill your daily bucket of things to worry about and do, I would like to help take care of the big financial rocks; so you can focus on the rest.

Mark specializes in:
– Saving for Retirement
– Small-Business Retirement Plan Setup
– Small-Business Plan 401k
– Building Wealth In Tax Efficient Ways For High Earners
– The Sandwich Generation: Helping parents caring for parents
– Education Funding & 529 Plans
– Income-Based Student Loan Repayment