Sonoma Wealth Advisors SmartVestor Pro Podcast

Sonoma Wealth Advisors SmartVestor Pro Podcast

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

Latest episodes of the podcast Sonoma Wealth Advisors SmartVestor Pro Podcast

Chris Sipes 16/04/2023
Clay Dunkle 16/04/2023
Shelby Wirick 16/04/2023
Daren Blonski 16/04/2023
The Team 16/04/2023