Por: 707 Media

Sonoma Wealth Advisors SmartVestor Pro Podcast - Get to know the Dave Ramsey-approved SmartVestor Pros at Sonoma Wealth Advisors. In this podcast, we discuss the importance of working with a fiduciary who always acts in your best interest. Our team believes in goals-based investing and asset allocation, and risk management. We also emphasize budgeting as a means to reach financial independence and balancing emotional intelligence and financial acumen. We're here to be your level head, tough love, source for information, biggest supporter, advisor, educator, and sounding board. Tune in to hear our team's credentials and approach to wealth management with Daren Blonski, Chris Sipes, Shelby Wirick, and Clay Dunkle. We are here to serve you at sonomawealth.com (707) 938-7414.

5 episodios disponibles