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Sona Ramnani, Ricp® is listed as Financial Services Representative & Investment Advisor Representative at Vital Planning Group, LLC, based in Hamden, Connecticut, United States. AeroLeads shows a work email signal at metlife.com and a matched LinkedIn profile for Sona Ramnani, Ricp®.
Sona Ramnani, Ricp® previously worked as Financial Services Respresentative at Vital Planning Group, Llc and Finance Project Manager at Morgan Stanley. Sona Ramnani, Ricp® holds Bachelor Of Science In Finance And Economics, Finance And Economics, Finance Gpa: 3.8, Economics Gpa: 3.6, Cumulative Gpa: 3.4 from Quinnipiac University - School Of Business.
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My area of focus is helping our clients develop a sound financial strategy for the future. I work extensively with medical professionals in all stages of their career helping them with the knowledge and insights they need to make informed decisions with confidence. These strategies include managing debt, accumulating wealth, managing risk, minimizing taxes, and investing for the long term. I graduated from Quinnipiac University in Connecticut with a Bachelor's degree in Finance and Economics. I am licensed to sell insurance and securities in multiple states.I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Vital Planning Group LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. 6 Corporate Drive Shelton, CT 06484. 203-513-6000
Listed skills include Customer Service, Team Leadership, Marketing, Teamwork, and 11 others.
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Vital Planning Group is dedicated to providing thoughtful advice and innovative solutions in the key areas of financial management and wealth preservation including•Retirement Savings and Distribution Planning•Investment Management •Asset Protection•Business Ownership and Succession Planning•Executive Compensation Planning•Estate and Legacy Planning
Manhattan
Morgan Stanley is an American multinational financial services corporation headquartered in the Morgan Stanley Building, Midtown Manhattan, New York City. Morgan Stanley operates in 24 countries and has more than 1300 offices and 60,000 employees.
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Sona Ramnani, Ricp® works for Vital Planning Group, LLC.
Sona Ramnani, Ricp® is listed as Financial Services Representative & Investment Advisor Representative at Vital Planning Group, LLC.
AeroLeads has found 1 work email signal at @metlife.com for Sona Ramnani, Ricp® at Vital Planning Group, LLC.
Sona Ramnani, Ricp® is based in Hamden, Connecticut, United States while working with Vital Planning Group, LLC.
Sona Ramnani, Ricp® has worked for Vital Planning Group, Llc, Morgan Stanley, New York Life Insurance Company, and Ameriprise Financial Services, Inc..
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Sona Ramnani, Ricp® holds Bachelor Of Science In Finance And Economics, Finance And Economics, Finance Gpa: 3.8, Economics Gpa: 3.6, Cumulative Gpa: 3.4 from Quinnipiac University - School Of Business.
Sona Ramnani, Ricp® is listed with skills including Customer Service, Team Leadership, Marketing, Teamwork, Time Management, Academic Tutoring, Social Networking, and Data Analysis.
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