Steve Murray, CFP®
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 in order to expand services available to his clients. In addition to financial advising, Steve specializes in Medicare and Health Insurance. He helps clients enroll into traditional health insurance plans and to understand what the plan covers and the financial aspects of their choices. His approach is to “Do What Is Best For The Client”. Steve taught “Welcome to Medicare” classes at Queen of the Valley hospital for two years and has helped many clients understand how Medicare works, select the correct plan, and help them to enroll.