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Interested in Finding the Right Financial Coach For You?

Selecting the Right
Smartvestor Pro Matters

smartvestor logo Sonoma CA, Sonoma Wealth Advisors

You should always look for a person with the heart of a teacher,
not the heart of a salesman.

-Dave Ramsey



Questions to Ask the Smartvestor Pros you're interviewing:

  • Are you a fiduciary to your clients?
  • Are you an asset manager by trade or a financial planner, and what is the difference?
  • Have you completed Dave Ramsey’s Financial Coaching Program?
  • What is your fee?
  • What is your investment strategy?
  • How do you implement Dave Ramsey’s Baby Steps into your work with your clients?
  • How do you stay in contact with your clients?




YOU & YOUR RETIREMENT DESERVE

TAILORED, PERSONAL FINANCIAL GUIDANCE

As you voyage toward financial independence, finding a coach and guide in your retirement planning process can be one of the most important decisions you make.



Our Advisors Are Dedicated To

Education Focused

On the team aspect of planning your financial future

Working Alongside You

Teaching you throughout the journey and ultimately making decisions with you to help you build wealth and achieve your goals.

Fully Embracing the Ramsey Principles

Both in their personal lives and professionally by teaching Financial Peace University and completing Ramsey's Financial Coach Master Training Certification.



OUR SMARTVESTOR PRO TEAM

We believe in using a team approach to helping our clients with the financial planning process. Differing perspectives and attention to detail brings the client increased value. Both Daren and Chris offer differing expertise; Daren as a CERTIFIED FINANCIAL PLANNER™, and Chris having worked as a personal banker for over a decade.

Meet Daren & Chris


Daren Blonski, CFP®, AIF®

Managing Principal, SMARTVESTOR PRO™


Chris Sipes, AIF®

Principal, CERTIFIED RAMSEY COACH



Learn More About What to Expect




Get In Touch




Sonoma Office

539 Broadway
Suite A
Sonoma, CA 95476

Office Hours

Mon - Fri: 9am - 4:30pm
Closed on Weekends

P: (707) 938-7414
Email: rose@sonomawealthadvisors.com



Ready to Learn More?


Schedule a Free Consultation



Schedule a Meeting