Search Our Website

Careers

Locations

Form CRS | ADV

About Us

Our Process Our Team Reviews Locations Contact Us In The Community

Services

Financial Planning Investment Management Tax Planning Asset Protection Corporate Retirement

Resources

Podcast: On The Markets Podcast: It's All Money Blog Whitepapers FAQ In The Press

Book Your Wealth Analysis Careers Locations Form CRS | ADV

Podcast: How The Glen Ellen Star Won 12 Straight Michelin Bib’s

December 15, 2025

Podcast: It's All Money

 Back to Blog

You deserve to work with a fiduciary who believes in your financial goals and aspirations. With Sonoma by your side, you can have confidence that your financial future is in good hands.

Sonoma, CA

539 Broadway
Suite A
Sonoma, CA 95476

 (707) 938-7414

Business Hours

Monday - Thursday
9:00 am - 4:30 pm

Friday
9:00 am - 3:30 pm

Santa Rosa, CA

250 D Street
Suite 204
Santa Rosa, CA 95404

 (707) 938-7414

Business Hours

Monday - Thursday
9:00 am - 4:30 pm

Friday
9:00 am - 3:30 pm

Chico, CA

2452 Lakewest Dr
Suite E
Chico, CA 95928

 (707) 938-7414

Business Hours

Monday - Thursday
8:30 AM - 4:00 PM

Friday
8:30 AM - 3:00 PM

Auburn, CA

1010 Racquet Club Dr
Suite 107
Auburn, CA 95603

 (707) 938-7414

Business Hours

Monday - Friday
8:30 AM - 5:00 PM

Quicklinks

About Us

Contact Us

RELATIONSHIP SUMMARY FORM CRS FORM ADV WEBSITE PRIVACY POLICY TERMS AND CONDITIONS

Disclosure:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Sonoma Wealth Advisors, to provide information on a topic that may be of interest. The information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Investment advisory services provided by Fermata Advisors, LLC, a registered investment advisor d/b/a Sonoma Wealth Advisors.

Certified Financial Planner™ Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Website Accessibility Statement

Search

Privacy Policy

Terms And Conditions