Sonoma Wealth Advisors

It's been a fascinating journey so far on our new podcast,?It's All Money, hosted by Marketing Director Dano Weir and Daren Blonski, CFP?, CEPA?.?Just a quick refresh: the show's goal is to draw the throughline between life and finance.?To show how money is the subtext of so many more decisions than commonly thought, and if planned well, can (hopefully) lead to optimal outcomes. That idea sits front and center this week as Dano asks a new type of question-?how much does?pain?cost? Dan sits down with Doctor of Physical Therapy Josh Madonick DPT, PT, CSCS, Founder of BaseCamp Physical Therapy in Petaluma, CA. Together they look at how money can in some cases influence the treatment options you're provided, and why Josh as an independent PT does not take insurance (gasp!).?Without advocation for any particular direction, the goal of the episode is to simply spur consideration that your health and wealth are closely linked!??Check the clip below and see the full ep here: https://lnkd.in/gJyaJQPK

Where you work matters. Sonoma Wealth's Director of Growth, Rachel Schuyler (a descendant of the real Schuyler Sisters, Hamilton fans!!) gets fulfillment in a whole new way at an RIA vs a broker. See the full episode on Brokers vs. Fiduciaries vs. Insurance Agents here: https://lnkd.in/gpekys-B Learn more about Sonoma Wealth here: https://lnkd.in/gBFFEyTk _____________________________________________________ This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and 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 unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

The universe of available investments is so much larger than you perhaps realize- US stocks, foreign stocks, bonds, commodities, real estate, and now crypto and more. How could you *ever* know how to place a client's investment in their best interest without knowing their goals and dreams? See the full episode with our Director of Growth Rachel Schuyler and Christopher Sipes, CFP?, AIF? on Fiduciaries vs. Brokers vs. Insurance Agent right here: https://lnkd.in/gpekys-B _____________________________________________________ This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and 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 unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In addition to the many Sonoma County organizations we support, we are now proud to add California Fly Fisher to the bunch! A passion of our co-founder Daren Blonski, CFP?, CEPA? , fly fishing and its dedication to patience and planning is perfectly aligned with our approach to Finance. We are honored to be a new small part of this great community. It was truly a joy to artfully throw this high quality magazine on our conference room table for 30 minutes. Time well spent! ?? Thx for the great partnership on this with CFF’s Tracey Diaz #flyfishing #california

Financial Advisor Shelby Wirick getting real about the "Puke Point" in investing ???? Check the clip below and see the full episode here>> https://lnkd.in/gatp23ih Learn more about Sonoma Wealth here: https://lnkd.in/gBFFEyTk _____________________________________________________ This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and 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 unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

A first on our podcast It's All Money this week- our first GUEST! We were honored to welcome our own Shelby Wirick, Financial Advisor for a fascinating discussion on Risk Tolerance. Read that again, we did not stutter or misspeak- it is a FASCINATING DISCUSSION ON RISK TOLERANCE. Hard to believe but that might be one thing that determines everything for your portfolio! Take a look below and see the full episode here>> https://lnkd.in/gatp23ih Learn more about Sonoma Wealth here: https://lnkd.in/gBFFEyTk _____________________________________________________ This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and 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 unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

You can't predict the market, but Daren Blonski, CFP?, CEPA? has a theory about Tuesdays and more, on the latest episode of our podcast It's All Money: https://lnkd.in/gc_4BVVX ___________ This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and 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 unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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:?

Just why would Daren Blonski, CFP?, CEPA? avoid making market moves in September? Hear the theory, and it's just a theory, on the latest episode of our podcast It's All Money: https://lnkd.in/gc_4BVVX ___________ This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and 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 unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In the latest release in our "Get To Know Sonoma Wealth" series on YouTube, spend time with the advisor you've probably seen around town- Shelby Wirick.?Whether it's working with North Bay families to achieve financial goals, supporting a local event, or teaching Financial Peace University to our Dave Ramsey clients, Shelby relishes the opportunity to serve. Take 3 minutes and find out what makes Wirick tick, right here:?