Zach Paul, CFP®
I am pleased to announce I have joined Sonoma Wealth Advisors to continue serving my clients in Napa. I have put a lot of thought into making this transition, and working as an independent advisor will provide the freedom to best serve each of you and offer an exceptional client experience. I have joined a great team of people, and I am honored and excited to be working with them moving forward. To learn more about the firm, its team members, and philosophy, see the link below:
Updated Contact Information
Office Phone: (707) 265 - 1351
My Calendar - I am always available to connect. You can use this link to access my calendar. Of course, you can always reach out via phone if something urgent comes up!
I am available to meet with you in Napa or at our office in Sonoma.
Thank you for your continued support.
I look forward to continuing working with you as your financial advisor and coach. If you have any questions about the transition, please don't hesitate to reach out.
Zach Paul, CFP®
Best part of the job:
Helping people navigate their financial future
How Do I Serve my clients?
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.