As an entrepreneur, you have a unique set of financial challenges to negotiate when you are running your business. Even when you’ve done a great job building the business, managing staff, and reinvesting in the business, you may still run into cash flow issues. Then, there is the problem of how you will get paid.

New Tools and Systems For Success
Exit Planning
Retirement Tools Especially For Entrepreneurs

Ever sent a client an invoice and waited over 30 days to get paid? Did you plan for that? Budgeting and planning are foundational pieces, but there are even more systems and tools that can set an entrepreneur up for success. Did you know there are retirement and benefit options available especially for entrepreneurs?  As an organization, we have faced many of these issues ourselves, and bring first-hand experience to our support for you.


The culmination of the entreprenurs journey is the decision to exit the business. Whether you want to set up your business to sell, or plan for your family members to take it over, our Certified Exit Planning Advisors (CEPA®) can walk you through the necessary steps to prepare, market and exit your entity.

Are you looking to work with someone

who understands your unique needs?

Daren Blonski, CFP®, AIF®, CEPA®, CDAA

Managing Principal

Daren Blonski, CFP® is the Co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.

Gaetano Bettinelli

Financial Advisor

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.

Ready to Get Started?

Schedule a meeting today for a complimentary consultation