Our Associates

Emmanuel Sona
Financial Advisor
Location
Wauwatosa, WI

Emmanuel Sona

Originating from a country in Central Africa called Cameroon, known for its richness in cultural diversity. From bustling Douala to the serene hills of Buea, my journey has instilled in me a knack for adapting to diverse landscapes, the courage to pursue what is important to me, and a strong commitment to understanding the individual needs and aspirations of each client I serve. I bring a unique perspective and cultural insight to my role as a financial advisor. Due to my love for people, I quickly realized that I could contribute to people‚Äôs lives through the financial services industry, as money is a commonality, we all share. This realization is my “Why,” the reason I put so much emphasis on treating my clients the same way I would treat my father, mother, brothers, and sisters. At the end of the day, we are all people trying to give the best to the ones we love and hoping to make our communities better in the process.

Is a total financial analysis what you need? Are you wondering if you are on pace to retire successfully financially? Is your legacy on your mind? Maybe you want to explore ways to minimize your tax exposure, or you need help planning for a specific financial goal? Being part of a network of experienced professionals with detailed knowledge in retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services allows me to offer a broad portfolio of individual insurance protection, asset accumulation strategies, financial products and services for high-net-worth families, individuals, businesses, and institutions.

Picture this: me as your financial safari guide, steering you through the wilds of economic uncertainty with a grin wider than the Wouri River. Let’s embark on this adventure together, where the pursuit of financial security meets a sprinkle of African flair!

I hold a SIE, Series 7, 66, 63 securities registration. I am registered to transact securities business and am licensed for life, accident/health, and variable insurance products in the state of Wisconsin.

CRN202609-6262617