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Daren Blonski, CFP®



The Vision

Daren Blonski, CFP® is the Co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.  With a Master of Arts in Psychology from Sonoma State University, he is deeply connected to helping clients take their lives to the next level.  His clients see him as an educator and coach, operating in the realm of financial planning.

Working with clients across the life-stage spectrum, he focuses particularly on assisting entrepreneurs looking to soak up life and maximize their fulfillment.   He is an advocate of Dave Ramsey’s approach to organizing and prioritizing one’s finances.

He is always looking to take his practice to the next level. Daren is a CERTIFIED FINANCIAL PLANNER™, a Certified Retirement Planner Specialist™, a Certified Retirement Planning Counselor™, an Accredited Asset Management Specialist™ and a Smartvestor Pro™ with Dave Ramsey.  He is deeply committed to the pursuit of life-long learning.

Multi-dimensional in his interests, he facilitates leadership training with non-profits, particularly those in Sonoma Valley.  He has worked extensively internationally with the curriculum based on The Leadership Challenge framework. As an avid reader, he is always exploring new ideas and themes to incorporate and into his life.

As a life-long resident of Sonoma County, If there is a race to be run, a weight to be lifted, a mountain to be climbed, Daren is all in. He loves the outdoors. He spends his spare time pursuing his physical and mental agility through various outdoor and physical health related activities. With all this said, Daren’s greatest joys are his three children Brooklyn, Bryton, and Brady.

Interested in Working with Daren?

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www.sonomawealthadvisors.com 

 



Best part of the job:

Connecting with clients and helping them piece together their financial puzzles


My Role

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


Financial Coaching


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.


Investments


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. 




Start a Conversation with Daren

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