You should always look for a person with the heart of a teacher,
not the heart of a salesman.
why sonoma wealth?
OUR SMARTVESTOR PRO TEAM
We believe in using a team approach to helping our clients with the financial planning process. Our Smartvestor Pro team of Daren, Chris, Clay, and Shelby bring unique perspectives and strong attention to detail that 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®
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?
Sonoma Wealth Advisors SmartVestor Podcast
Get to know our team, get to know our values.
Our Advisors Are Dedicated To
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.
Get In Touch
Sonoma, CA 95476
Mon - Fri: 9am - 4:30pm
Closed on Weekends
P: (707) 938-7414
Ready to Learn More?