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Shelby Wirick, AIF®

Financial Advisor

4.9 out of 5
15 comments
Contact Shelby

Shelby has enjoyed a dynamic career in finance and corporate executive management, encompassing over a decade of service with internationally renowned Fortune 500 companies. In that time, Shelby has developed an affinity for leadership and talent development, helping her co-workers maximize their full professional potential. Shelby is passionate about helping people find their talents, opportunities and obstacles. She brings this focus to her clients at Sonoma Wealth Advisors, walking beside them as they achieve their business, financial, and retirement goals.

 


Shelby was born and raised in San Diego, but fell in love with Sonoma at first sight.  Shelby attended Sonoma State University, earned a B.S. in Business Administration and a B.A. in Spanish Language Studies, and holds numerous professional certifications and accreditations.  Shelby is active in the Sonoma community - residing only three short blocks from our home office - and is a member of a centennial Sonoma County ranching family.

Outside the office, you can find Shelby volunteering at her church, traveling, and or enjoying the delights of Sonoma County with her husband, two children, and two black labs.

 

Interested in working with Shelby?

 

Schedule Your Call

 

Looking for more?

 

Find out Shelby's approach to investing and risk tolerance as a guest on our life and money podcast, It's All Money:

 

 

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

Verified Client Reviews
Jun 18, 2026
Shelby has been an asset to the Sonoma Wealth Team. She is extremely knowledgeable, responsive and patient. She keeps in touch which is part of the reason I work with Sonoma Wealth Advisors. They personally care about my situation and give advice as needed. She is the BEST!
Linda Z.
Amplify
Jun 15, 2026
I rated Shelby 4 out of 5 stars only because I don't believe anyone is perfect. As my wife and I plan for the future, one of my most important goals is finding an advisory team that can continue to look after my wife's financial well-being if I am no longer here. I want her to have trusted professionals she can turn to with any question—whether financial or otherwise—and know she will receive honest guidance, thoughtful support, and genuine care. Shelby and Clay embody exactly what I was hoping to find. Shelby is exceptionally approachable, knowledgeable, and easy to talk with. Watching her interact with my wife gave me a great deal of confidence and peace of mind. Her warmth, patience, and sincerity were evident from our very first conversations. To be completely candid, if I had not had the opportunity to meet Shelby personally, I don't believe my wife and I would have felt comfortable becoming clients. The trust she helped establish played a significant role in our decision. Together, Shelby and Clay have created the kind of relationship-focused advisory experience that gives us confidence not only for today, but for the years ahead.
Tri V.
Amplify
Jun 9, 2026
Shelby was my first point of contact with Sonoma Wealth, and she is the reason we decided to move our accounts there. She answered all of my questions in such a warm and sincere way — it felt more like talking with a trusted friend than a financial office. Her kindness and professionalism immediately stood out. We have been very happy with Sonoma Wealth, and I wholehearted recommend them for our friends and family members.
Bethany C.
Amplify
May 26, 2026
Shelby is the best! Always helpful, cheerful, and fun to talk to!
Alex M.
Amplify
May 15, 2026
Shelby Wirick is the best!!!! She is most enjoyable to work with! Always friendly, professional and available for even the simplest of questions! She is amazing and I count myself so lucky to have found her. My financial security is safe in her hands as well as with all the team at Sonoma Wealth Advisors. Thank you Shelby!
Pamela D.
Amplify
May 14, 2026
Shelby is incredible to work with! Very responsive, extremely intelligent, and a great listener. She understands our needs and always guides us in the right direction. I highly recommend Shelby for any financial planning needs.
Anonymous
Amplify
Verified Ratings and Reviews Powered by Amplify Reviews

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