Sona’s area of focus is helping our clients develop a sound financial strategy for the future. Sona works extensively with medical professionals in all stages of their career helping them with the knowledge and insights they need to make informed financial decisions with confidence. These strategies include managing debt, accumulating wealth, managing risk, minimizing taxes, and investing for the long term. Sona completed her bachelor’s degree in finance and economics at Quinnipiac University in Connecticut.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NJ. California Insurance License #: 4015407