From Corporate Leader to Financial Educator
Our Story
Vensa Financial was founded with a vision to make financial education simple, accessible, and empowering for every individual.
Sobha Potu, the founder of Vensa Financial, comes from a humble background and was the first woman in her family to pursue higher education and a professional career. Her journey has taken her across India, Singapore, and the United States, where she built an accomplished career with global organizations such as Citibank, Oracle, and leading FinTech companies.
After spending over two decades in corporate leadership roles, Sobha realized that many hardworking professionals, herself included, were diligently saving but unknowingly creating future tax burdens and financial uncertainty.
When life happened a few years ago, Sobha personally experienced the value of the financial protection strategies she now teaches. She had tested several of these solutions herself and had firsthand experience with their benefits. With that personal experience and deep understanding of how these strategies truly work, she is uniquely positioned to provide authentic, caring guidance.
Determined to change how people approach money, Sobha transitioned from being an IT executive to a licensed financial professional and educator. What began as a personal mission has grown into a nationwide platform helping individuals, families, and entrepreneurs gain confidence, security, and purpose in their financial lives.
“One conversation can change your financial future.” - Sobha Potu
Continue the Journey
Explore more from Smart Moves Newsletters, where Sobha shares stories and insights that inspire personal growth and financial empowerment:
Why I Left Corporate to Build a Financial Services Business
Sobha’s journey from corporate executive to financial educator — and the defining moment that sparked her mission to empower others.
Small Advice, Big Impact: The Value of Mentorship
How one conversation, one mentor, or one piece of advice can change the course of your life — and why mentorship remains a cornerstone of Sobha’s leadership philosophy.
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Our Team
At Vensa Financial, we believe true empowerment starts with people — a team of professional who lead with integrity, experience, and heart. Together, we bring expertise in: Insurance Planning & Design - Retirement Planning - Tax Diversification and Income Protection - Business Continuation and Employee Retention Plans - Estate and Legacy Planning
Together, we deliver holistic guidance and personalized strategies that reflect each client’s unique goals, priorities, and stage of life. We’re more than a financial services firm, we’re a team of educators, strategists, and partners dedicated to your success. Every member of our team shares the same purpose: to guide you with transparency, expertise, and a genuine commitment to helping you build financial confidence, peace of mind, and a legacy.
About Vensa Financial
Vensa Financial, based in Charlotte, North Carolina, is dedicated to helping individuals, families, professionals, and business owners make informed decisions that build lifelong stability and growth.
With over two decades of combined experience, our financial professionals specialize in designing customized wealth and protection strategies that align with personal values, family priorities, and business goals.
Our approach centers on education, transparency, and partnership, guiding clients to make purposeful financial decisions that support their best life today and tomorrow.
Founder, Sobha Potu, brings over 20 years of corporate leadership experience and close to a decade in financial services to her practice. She works with individuals, professionals, business owners, and families to establish personalized strategies with a strong foundation for achieving financial and retirement goals.
Sobha is also a highly sought-after presenter and educator, conducting workshops for corporations, businesses, and professional groups nationwide to promote financial awareness and strategic planning.
At Vensa Financial, we don’t try to be everything to everyone; we focus on what truly matters most.
WHO WE SERVE
For each of these groups, we specialize in three core areas, the pillars of a confident financial future: Customized Insurance Planning & Design - Retirement Planning - Estate/Legacy Planning
Individuals & Families
Professionals & Entrepreneurs
Businesses