Sonas Financial Group, Inc
Sonas Financial Group, Inc

Firm Profile

Sonas Financial Group, Inc. is an independent financial planning and wealth management firm and is a Registered Investment Advisor (RIA). Our firm specializes in providing integrated fee-only investment management and personal financial planning to our clients. We help individuals and families develop, plan for, and realize their financial goals.

Some of the professional services we offer include:

Our professional emphasis

Sonas Financial Group, Inc. places an emphasis on professional certification and life-long learning. Our advisors have obtained the Certified Financial Planner (CFP®) designation or are actively working towards obtaining it. CFP® professionals have completed education requirements covering all aspects of financial planning, passed an extensive two-day exam, have at least three years of experience, and must adhere to the CFP® Board's strict code of ethics. Furthermore, CFP® professionals are required to meet continuing education requirements of no less than 30 hours every two years to maintain their certification

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