Step inside SWA in our new limited video series- Get To Know Sonoma Wealth. Short chats with the people who make our company go. As a Founder and Managing Principal of Sonoma Wealth, many of our clients know Chris Sipes. In the latest installment in our series, Chris shares what motivates him when working with clients, what he enjoys outside the office and his mental approach to managing money.
Key Takeaways
-
Chris Sipes is a Founder and Managing Principal of Sonoma Wealth Advisors, bringing over 13 years of experience in the financial industry.
-
As Chief Compliance and Investment Officer, he oversees the firm's investment strategy and regulatory compliance functions.
-
Chris is passionate about investing and continuously explores proven strategies to help clients reach their financial goals.
Interested in working with Chris?