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Gaetano Bettinelli, MBA

Financial Advisor

4.9 out of 5
9 comments
Contact Gaetano

Gaetano was born and raised in Napa Valley, where his family resided for five generations. Growing up in the small community of Saint Helena taught him many life lessons, including hard work, loyalty, staying true to your word, and handling all situations with integrity.

 

 

Gaetano has always felt called to serve others, which led him to serve his country in the Armed Forces. He attended the United States Naval Academy and was commissioned into the United States Marine Corps, where he served for eight years. Today, he is dedicated to leveraging his passion, energy, and expertise to help others achieve their personal financial goals.

Gaetano knows that successful outcomes are rarely the result of a single individual’s effort. His individual “highlight reel” moments, including playing college football, completing multiple marathons and double marathons, running an Ironman Triathlon, going on numerous military deployments, and finishing his master's in business administration, support his two life pillars. First, success starts with a well-thought-out and intentional plan. Anything is possible when you dedicate yourself to a series of small, intentional steps that build on one another. Second, no accomplishment is achieved in isolation. Experts, mentors, coaches, and advisors (including financial advisors) who truly have your best interests at heart significantly increase your probability of success.

Gaetano holds a Series 65 securities license with Sonoma Wealth Advisors, a Bachelor of Science in Economics from the United States Naval Academy, and a master's in business administration with a focus on finance from the University of California, Davis.

Gaetano lives in Napa with his wife and three children. He is blessed to live close to family, including his parents, siblings, and many nieces and nephews. When he is not working or with his family, he enjoys volunteering at church, hiking in the mountains, or planning his next outdoor adventure.

 

Interested in working with Gaetano?

 

​SCHEDULE YOUR CALL​​​​​​

 

Looking for more?

 

Find out how Gaetano's background in the military laid the foundation for his work as an advisor during his appearance on our life and money podcast, It's All Money:

 

 

Watch Gaetano's It's All Money episode RIGHT HERE on YouTube, or audio on Apple Podcasts and Spotify.

Verified Client Reviews
Jun 8, 2026
Gaetano Bettinelli at Sonoma Wealth Advisors provided incredible support to my family during one of the most difficult times in our lives. After my Dad passed away, my Mom was suddenly faced with countless important financial decisions involving property, transferring annuities into IRAs, merging bank accounts, transferring stock, and planning for a completely new financial future. It was overwhelming. Gaetano met with my Mom, helped create a clear plan, and took so many complicated tasks completely off her plate. He guided her carefully and patiently through every question and decision along the way. The peace of mind that came from knowing everything was being handled correctly was truly priceless. I’m deeply grateful for the help, kindness, and guidance Gaetano and Sonoma Wealth Advisors provided during such a difficult period. It’s hard to fully express how much their support meant to our family, and especially how relieved my Mom feels now.
Craig Y.
Amplify
May 29, 2026
We are so glad Gaetano Bettinelli is so thoughtfully managing our investments, and educating us about our finances. We also appreciate his recognition of our preference to trust him to act in our best interests while we remain primarily hands-off investors.
Roger H.
Amplify
May 20, 2026
Gaetano always ensures our questions are answered and that we're clear on what our plan is moving forward. We trust his advice and know he and the entire team are working to help set us up for success. We greatly appreciate Gaetano's check-ins and awareness of where we are in life - he helps us keep our portfolio on track even when it isn't at the front of our mind. We highly recommend working with Gaetano and the team at Sonoma Wealth Advisors.
N.O.
Amplify
May 14, 2026
Gaetano and Daren provide expert financial advice and services above an beyond our expectations. We appreciate that they listen to our concerns and then suggest strategies for money management that fit our goals.
Lisa M.
Amplify
May 13, 2026
I’m not tech savvy and don’t know a lot about investments but Gaetano was patient and guided me a lot my back door IRA.
L.C.
Amplify
May 13, 2026
I have only just started with Sonoma Wealth and don't feel like I can give a true review. It has mostly been a matter of moving money and stock. There was one little glitch but I don't think I can base overall performance on that. Hopefully next time with more information I can share a little more.
Pamela B.
Amplify
Verified Ratings and Reviews Powered by Amplify Reviews

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