Selecting the Right Partner Matters
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You should always look for a person with the heart of a teacher, not the heart of a salesman. |
Dave Ramsey Smartvestor Pro
Interested in finding the right financial coach for you?
Questions to Ask the Smartvestor Pros you're interviewing:
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Are you an asset manager by trade or a financial planner, and what is the difference?
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Have you completed Dave Ramsey’s Financial Coaching Program?
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What is your fee?
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What is your investment strategy?
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How do you implement Dave Ramsey’s Baby Steps into your work with your clients?
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How do you stay in contact with your clients?
Our Advisors Are Dedicated To
Education
We’re focused on educating our clients and helping them understand their personal finances, investments, and financial plan. All questions are good questions, and we lead with the heart of a teacher.
Working Alongside You
Trust is earned. We take that idea to heart from our very first meeting, and walk alongside you on your financial journey.
The Ramsey Principles
Our advisors that work with the SmartvestorTM Program embrace the Baby StepsTM.
From your starter Emergency Fund to Step 7, we're with you every step of the way.
We believe in a team approach to 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.
Smartvestor Pro Podcast
Listen to "Sonoma Wealth Advisors SmartVestor Pro Podcast" on Spreaker.Meet Our SmartVestor Pro Team
Ready to Walk With You In Your Wealth Journey
Daren Blonski, CFP®, AIF®, CEPA®, CDAA
Daren Blonski, CFP® is the Co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.
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Chris Sipes, CFP®, AIF®
Chris brings over 15 years of experience in the financial services to Sonoma Wealth Advisors. As a co-founder of Sonoma Wealth Advisors he operates as the Chief Investment and Compliance Officer.
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Clay Dunkle, CFP®, AIF®, AAMS®
A Sonoma local who's ready to help your family as a CERTIFIED FINANCIAL PLANNER™.
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Shelby Wirick
Shelby has enjoyed a dynamic career in finance and corporate executive management, encompassing over a decade of service with internationally renowned Fortune 500 companies.
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Gaetano Bettinelli
Gaetano has always felt called to serve others, which led him to serve his country in the Armed Forces. After the Marine Corps, he transitioned into finance to continuing serving others.
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