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Zach Paul, CFP®



The Vision

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:

www.sonomawealthadvisors.com 

Updated Contact Information

Office Phone: (707) 265 - 1351

Email: zach@sonomawealthadvisors.com

Calendar Link:

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.

Kindly,

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.


Financial Planning


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.


Retirement Planning


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.


Investing


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. 




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