Arun Soni (CFA, CFP®)

Arun Soni focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

November 03, 2023

Submit
Submit

This Office

2045 W Grand Ave Ste B #705008 Chicago, IL 60612 Phone: (708) 942-4858