Selecting the Right Partner Matters
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You should always look for a person with the heart of a teacher, not the heart of a salesman. |
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You should always look for a person with the heart of a teacher, not the heart of a salesman. |
Are you an asset manager by trade or a financial planner, and what is the difference?
Have you completed Dave Ramsey’s Financial Coaching Program?
What is your fee?
What is your investment strategy?
How do you implement Dave Ramsey’s Baby Steps into your work with your clients?
How do you stay in contact with your clients?
We’re focused on educating our clients and helping them understand their personal finances, investments, and financial plan. All questions are good questions, and we lead with the heart of a teacher.
Trust is earned. We take that idea to heart from our very first meeting, and walk alongside you on your financial journey.
From your starter Emergency Fund to Step 7, we're with you every step of the way.
We believe in a team approach to the financial planning process. Our Smartvestor Pro team of Daren, Chris, Clay, and Shelby bring unique perspectives and strong attention to detail that are a key part of our process and the value we bring to clients. Daren, Chris, and Clay each hold the CERTIFIED FINANCIAL PLANNER™; and Accredited Investment Fiduciary™; designations.
Daren Blonski, CFP® is the Co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.
Chris brings over 15 years of experience in the financial services to Sonoma Wealth Advisors. As a co-founder of Sonoma Wealth Advisors he operates as the Chief Investment and Compliance Officer.
A Sonoma local who's ready to help your family as a CERTIFIED FINANCIAL PLANNER™.
Shelby has enjoyed a dynamic career in finance and corporate executive management, encompassing over a decade of service with internationally renowned Fortune 500 companies.
Gaetano has always felt called to serve others, which led him to serve his country in the Armed Forces. After the Marine Corps, he transitioned into finance to continuing serving others.