Mark Struthers (CFA, CFP®)
Mark Struthers focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- College/Education Planning
- Corporate Executives
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Alternative or Private Investments
- College/Education Planning
- Corporate Executives
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
College Planning Retirement Planning Equity Compensation Alternative Investments
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
Additional Information
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
NAPFA Start Date
May 16, 2016