Daren Blonski, CFP®, AIF®, CEPA® is the Co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach. With Bachelors in Sociology from UC Davis and Masters 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 has particular interest in assisting entrepreneurs looking to soak up life and maximize their fulfillment. He is an advocate of Dave Ramsey’s approach to organizing and prioritizing finances.
A life-long learner, Daren is a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary™, a Certified Retirement Planner Specialist™, a Certified Retirement Planning Counselor™, an Accredited Asset Management Specialist™, a SmartVestor Pro™ with Dave Ramsey, and a Certified Exit Planning advisor for those selling their business. He is deeply committed to the pursuit of knowledge, because he knows it will help his clients best.
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 constantly explores new ideas and themes to incorporate into his life, including titles such as On Becoming a Person by Carl Rogers and Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better by Lyn Alden.
In 2023, Daren took his love of books to the next level and became an an author himself!
- Clarity: A Leadership Succession Tale tells a fictionalized-version of a financial firm in freefall, and the lessons in leadership required to get it back on track. Available on Amazon in 3 print formats, and on Audible in audiobook format with exclusive author discussion segments in-between chapters.
- His non-fiction book Broken Dealer, co-authored with fellow advisor Carmine Corino, examines the questionable motives of broker-dealer financial firms and his journey to becoming a fiduciary. Available on Amazon in 3 print formats.
Born and raised in Sonoma County, Daren's downtime is always outside. If there is a race to run, a weight to lift or a mountain to climb, Daren is all in. He spends his spare time pursuing his physical and mental agility through various outdoor and physical health-related activities.
Of all his certifications, he considers his most important to be Dad to Brooklyn, Bryton, and Brady, and Husband to Shae.
Interested in working with Daren?
Looking for more?
Find out some quirky things Daren's noticed in 30 years of the market on the below episode of our life and money podcast, It's All Money:
See more It's All Money episodes with Daren on YouTube, or audio on Apple Podcasts and Spotify.
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