Todd Gomes, Principal
With a financial advisory practice rooted in tried-and-true money management principles, Todd approaches wealth management from a customized planning perspective.
Skilled at explaining sophisticated wealth strategies and market dynamics in a way that’s easily understandable, Todd works with his clients to outline specific goals, and customizes each portfolio from the ground up, so that his clients can realize specific life goals within specific periods of time.
With fifteen years of industry experience, Todd has worked extensively in financial services; he began his career with Citibank, went on to Wachovia—where he met his wife Jessie—and later transitioned to Wells Fargo where he remained for several years before joining the team at Sonoma Wealth Advisors.
Todd Gomes is a Sonoma County native. He lives in Santa Rosa with his wife, Jessie, and their two children, Keeley, age 8, and Kaleho, age 3.
Educationally, Todd has his Bachelor of Arts from Cal State East Bay, and he’s spent years studying modern portfolio theory and asset allocation strategies in a professional capacity. In his spare time, Todd enjoys hiking, playing guitar well, and playing golf poorly.
Office Phone: (707) 890 6626
Cell Phone: (707) 490 8842
Best part of the job:
Helping people navigate their financial future
I design and monitor evolving financial plans, manage investments, and help my clients make smart decisions with their money.
We create a tailor-made plan that requires discipline and budgeting based on your life goals and values. We develop a close, active relationship to anticipate your needs and monitor your financial plan.
Having a peaceful retirement begins with sound, comprehensive planning. We work with you to construct a roadmap and manage your wealth as you reach toward financial freedom in retirement.
Effective investment management acts as the cornerstone of a well-crafted financial plan. As we develop your tailored portfolio, we invest in asset classes that align with your risk tolerance, individual goals and personal values.