Combining finance with strategy to propel your business forward

Founded in 2010

150+ Clients

CFA Charterholder

With over two decades of experience in financial services, as an investor and CFO for high growth businesses, Sona Banker can help achieve your vision.

Whether you scribbled the next big thing on a cocktail napkin, you want to grow your business while managing cash flow, or you’re facing a multi-million-dollar acquisition — one commonality rings true: vision. The right strategic advisor can help you optimize your financial operations, regardless of your stage of growth.


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