In the latest release in our "Get To Know Sonoma Wealth" series on Youtube, hang out with the advisor who loves planning those taxes, Clay Dunkle, CFP®, AIF®. Whether it's translating important conversations to a financial plan or talking about how Sonoma used to be, Clay loves the opportunity to connect and support the families of the North Bay.
Learn more about Clay's story, right here:
Interested in working with Clay?