Sonoma Wealth Advisors

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  description: "Sonoma Wealth Advisors is a fee-based registered investment advisory (RIA) firm in Sonoma, CA, with CERTIFIED FINANCIAL PLANNERS® and Accredited Investment Fiduciaries® on staff. They specialize in comprehensive financial planning, investment management, tax planning, and asset protection for individuals and families across Northern California. Recognized as a Top 10 Fastest Growing RIA by SmartAsset (2023) and named to Financial Advisor Magazine's RIA Ranking (2025), the firm combines advanced planning credentials with in-house tax professionals and Nobel Prize-winning portfolio risk analysis tools to deliver fiduciary, best-interest advice.",
  url: "https://sonomawealthadvisors.com/",
  telephone: "+1-707-938-7414",
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