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Sonoma Wealth Has Been Nominated

Sonoma Wealth Advisors, has been nominated in the Best Financial Advisor category in the Sonoma Index Tribune’s People's Choice Awards 2026.  Find us on the ballot here: 👉 https://peopleschoice.sonomanews.com/

 

Whole Firm YT Thumbnail - Sonoma Valley Peoples Choice Awards 2026

Disclosure: This nomination was received without compensation, is determined by public voting, and should not be construed as an endorsement, a reflection of any client's experience, or an indication of past or future investment performance.

 

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Sonoma, CA

539 Broadway, Suite A
Sonoma, CA 95476
[email protected]
Phone: (707) 938-7414
Fax: (707) 512-0984
Monday - Thursday
9:00 am - 4:30 pm
Friday
9:00 am - 3:30 pm

Our headquarters, right in the heart of downtown Sonoma.  Just 1 block from the world-famous Sonoma square, our modern office is equipped for private in-person meetings, and can add additional members of your group virtually if needed.

  • Parking is available in our back parking lot or on the street.
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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
Business Hours
Monday - Thursday
9:00 am - 4:30 pm
Friday
9:00 am - 3:30 pm
Santa Rosa, CA
250 D Street
Suite 204
Santa Rosa, CA  95404
 (707) 938-7414
Business Hours
Monday - Thursday
9:00 am - 4:30 pm
Friday
9:00 am - 3:30 pm
Chico, CA
2452 Lakewest Dr
Suite E
Chico, CA  95928
 (707) 938-7414
Business Hours
Monday - Thursday
8:30 AM - 4:00 PM
Friday
8:30 AM - 3:00 PM
Auburn, CA
1010 Racquet Club Dr
Suite 107
Auburn, CA  95603
 (707) 938-7414
Business Hours
Monday - Friday
8:30 AM - 5:00 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 information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Investment advisory services provided by Fermata Advisors, LLC, a registered investment advisor d/b/a Sonoma Wealth Advisors.

 

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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