Chris sipes, CFP®, AIF®
Chris has worked in the financial services industry since 2006. He spent his first few years in the insurance business, then became a banker with Wells Fargo in Sonoma and Napa Counties. After a decade of experience working with families and businesses in a private banking capacity, Chris joined Daren Blonski as an advisor in 2018. They founded Sonoma Wealth Advisors in 2019 to provide boutique, customized financial advice to families, businesses and nonprofits in Sonoma County and across the United States.
Chris was born and raised in Central Ohio. He attended The Ohio State University, where he received a B.S. in Business Administration, specializing in Finance. After moving to Sonoma County in 2008, Chris joined a large national bank and brokerage firm, where he held several positions during a decade- long career with the company, including his brokerage affiliation, which started in 2010. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® designation.
When he’s not working, Chris enjoys anything outdoors, especially with his family. You can find him hiking, skiing, mountain biking, and trail running throughout the year, depending on the season. Chris and his wife, Sandra, have two daughters and a son, and they live in Sonoma, CA
Interested in Working with Chris?
Best part of the job:
The peace of mind clients have after putting a financial plan in place
I design and monitor evolving financial plans, manage investments, and help my clients make smart decisions with their money.
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.
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.
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.