About Mr. Nice & Sona
Mark is a CERTIFIED FINANCIAL PLANNERtm professional and a Chartered Financial Analyst, or CFA. Mark is also a fiduciary, because to align investments and account types with a client’s goals, the advice must be free of conflict. Growing and protecting wealth demands it.
Mark is of Scottish decent and his wife Irish, both have Gaelic roots. Sona in Gaelic means well-balanced happiness. Mark believes this approach applies to investing too. Mark started Sona Wealth (Sona Financial, LLC) so he could be a true advisor, providing balanced, unbiased advice.
About The Minnesota Nice Investor
Mark started Minnesota Nice to offer a Minnesotan perspective to macro economics, investing, and family life in Minnesota. You won’t always like or agree with what I say, but like a good Minnesotan, I will say it in a passive-aggressive, self-deprecating way, so you won’t be too offended.
As the name implies, the site has an investing and economic focus, although no advice is given. I will not tell you how to invest, nor will I recommend any particular tax, legal, or retirement course of action but I will add a little color to national, state, and local happenings.
For more information on Sona Wealth: www.SonaWealthAdvisors.com