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Chris sipes, aif®



The Vision

Chris brings over 13 years of experience in the financial industry to Sonoma Wealth Advisors. As a co-founder of Sonoma Wealth Advisors he operates as the Chief Compliance and Investment Officer. Chris is passionate about investing and is always exploring proven strategies and techniques to assist clients in reaching their financial goals

Chris previously worked for a large national bank serving business owners and high net worth individuals. During that time, he developed a reputation as a trusted partner for his many long-term clients. He began his career in 2006 with a large, family-owned commercial insurance agency, working with business owners to identify their risks and secure customized coverage from a wide range of insurance companies.

Chris relocated from Ohio to California in 2008 to seek sun and adventure in the West. As an avid reader, Chris enjoys the stories and the personalities behind the numbers. He understands that the best plan won’t work if it’s not a plan that will work for you, and that the decisions you’re facing can be approached in a thoughtful, strategic way. Chris believes the best advice is the advice you’ll implement and see through life’s inevitable ups and downs.

Chris and his wife, Sandra, have two daughters and live in Sonoma. He’s a graduate of The Ohio State University and holds a Bachelor of Science in Business Administration-Finance. In his free time, he enjoys mountain biking, skiing, and hiking with his family. 

Interested in Working with Chris?

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www.sonomawealthadvisors.com 




Best part of the job:

The peace of mind clients have after putting a financial plan in place


MY Role

I design and monitor evolving financial plans, manage investments, and help my clients make smart decisions with their money.


Financial Planning


We create a tailor-made plan that requires discipline and budgeting based on your life goals and values. We develop a close, active relationship to anticipate your needs and monitor your financial plan.


Retirement Planning


Having a peaceful retirement begins with sound, comprehensive planning. We work with you to construct a roadmap and manage your wealth as you reach toward financial freedom in retirement.


Investing


Effective investment management acts as the cornerstone of a well-crafted financial plan. As we develop your tailored portfolio, we invest in asset classes that align with your risk tolerance, individual goals and personal values. 




See how chris can help you

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