Steve Murray, CFP®

Financial Advisor

Steve Murray is a Certified Financial Planner™ CFP® and has been a licensed agent for over 25 years. He joined Sonoma Wealth Advisors in 2023 to expand services available to his clients. In addition to financial advising, Steve specializes in Medicare and Health Insurance. He helps clients enroll in traditional health insurance plans, understand what the plans cover and the financial imapct of their choices. As Steve says, “I keep it simple- do what's best for the client.” Steve loves giving back to the community, teaching Medicare classes at Queen of the Valley Hospital, helping clients understand how Medicare works, selecting the correct plan, and helping them enroll.


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