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539 Broadway Suite A, Sonoma, CA 95476, US

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We provide a variety of services to our clients, including retirement planning, investment management, education and legacy planning, and tax planning. Our approach to working with clients is coaching focused and down-to-earth. If you are looking for a local CERTIFIED FINANCIAL PLANNER™, please visit our website to learn more.

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Every great relationship is rooted in shared values, and we're dedicated to building strong, long-lasting connections with all our clients. No matter what stage of life you're in, or what your net worth is, we're committed to helping you build a strong financial plan, while supporting you and encouraging you to pursue your goals.

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Name: Sonoma Wealth Advisors
Address: 539 Broadway, Suite A, Sonoma, CA, 95476, US
Telephone: (707) 938-7414

October 07, 2023 Daren Blonski

Money Geek

 Back to In The Press

You deserve to work with a fiduciary who believes in your financial goals and aspirations. With Sonoma by your side, you can have confidence that your financial future is in good hands.

Sonoma, CA

539 Broadway
Suite A
Sonoma, CA 95476

 (707) 938-7414

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Monday - Thursday
9:00 am - 4:30 pm

Friday
9:00 am - 3:30 pm

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Disclosure:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Sonoma Wealth Advisors, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities accounts are held through Charles Schwab, Member FINRA/SIPC. Advisory Services offered by Sonoma Wealth Advisors, a registered investment advisor. Sonoma Wealth Advisors is a separate unaffiliated legal entity from Charles Schwab.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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