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 an easily understandable way, 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 17 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 and Kaleho.
Todd has his Bachelor of Arts from Cal State East Bay, and he’s spent years professionally studying modern portfolio theory and asset allocation strategies. In his spare time, Todd enjoys hiking, playing guitar well, and playing golf poorly.
Interested in Working with Todd?