Sobha Potu is a dedicated Financial Professional at Vensa Financial, committed to helping individuals, families, and business owners build a secure financial future through personalized planning and protection strategies.

With a client-focused approach, Sobha provides guidance on life insurance solutions, retirement planning, tax-efficient financial strategies, health insurance, estate planning, IRA/401K rollovers, long-term care planning, and business protection solutions. Vensa Financial also offers services including SEP/Traditional/Roth IRA planning, private pension plans, key person and executive bonus plans, will & trust guidance, and notary services.

Known for providing personalized attention and flexible evening appointments, Sobha works closely with clients to understand their unique financial goals and help them make informed decisions for long-term financial security and peace of mind.

Services Offered:
• Life Insurance Solutions
• Retirement & Pension Planning
• 401K / IRA Rollovers
• SEP / Traditional / Roth IRA
• Health Insurance & Long-Term Care
• Estate & Charity Planning
• Will & Trust Guidance
• Key Person / Executive Bonus Plans
• Notary Services

📍 Serving the Greater Charlotte Community
🌐 www.vensafinancial.com
📞 980-297-1256