Meet Sonoma Wealth Advisers

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  • Опубликовано: 18 сен 2024
  • Sonoma Wealth Advisors, a comprehensive wealth management solution in Northern California. Our Managing Principals Daren Blonski and Chris Sipes open up about their approach to achieving your goals, and Chief Operations Officer Jackie Egidio shares insight on how the organization supports the community as a whole.
    Take the next step, get a Free Wealth Analysis at www.sonomaweal...
    Filmed in Sonoma, CA with our friends at:
    Sangiacomo Family Vineyards sangiacomo-vin...
    Pangloss Cellars panglosscellar...
    Photography by Brennan Spark
    www.brennanspa...
    Disclosure: Investment advisory services offered through Fermata Advisors, LLC, a registered investment advisor d/b/a Sonoma Wealth Advisors.
    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 advisor is not giving tax, legal or accounting advice; consult a professional tax or legal representative if needed.

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