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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

We’re focused on educating our clients and helping them understand their personal finances, investments, and financial plan. 




Working Alongside You

Our goal is to earn your trust and guide you on your financial journey to help you build your wealth and achieve your goals.




The Ramsey Principles

Our advisors that work with the SmartvestorTM Program embrace the Baby StepsTM.



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 are a key part of our process and the value we bring to clients. Daren, Chris, and Clay each hold the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary™ designations.


Daren Blonski, CFP®, AIF®

Managing Principal, SMARTVESTOR PRO™


Chris Sipes, CFP®, AIF®

Principal, CERTIFIED RAMSEY COACH


Clay Dunkle, CFP®, AIF®, AAMS®

Financial Advisor

Meet the Team




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: info@sonomawealthadvisors.com



Ready to Learn More?


Schedule a Free Consultation



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