Find a Financial Planner in Sonoma County, CA

 

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We did the hard work of finding trustworthy partners in Sonoma County, CA.

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We Only Work With The Best Sonoma County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Sonoma County, CA


  • Financial Advisor Close to Sonoma County, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Sonoma County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Sonoma County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in Sonoma County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
23.4% of Sonoma County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Sonoma County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Sonoma County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Sonoma County area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Sonoma County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Sonoma County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Sonoma County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Sonoma County, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Sonoma County, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Sonoma County financial advisors.
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How Retirement-Friendly is Sonoma County, CA?

  • Population: 499,772
  • % of Population 62 Years and Over: 23.4%
  • Average Home Value: $617,900
  • Average Monthly Housing Cost: $1,717
  • Average Household Income: $108,169
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in Sonoma County, CA


BREEN WEALTH MANAGEMENT, LLC

Website

(707) 595-6556

200 Kentucky St. 2nd Floor
Suite C
Petaluma, CA 94952

SEC#: 801-112749
Years in Business: 3 years

ENSO WEALTH MANAGEMENT, LLC

Website

(707) 981-7584

140 Second Street
Suite 250
Petaluma, CA 94952

SEC#: 801-110382
Years in Business: 4 years

CREEKSIDE PARTNERS

Website

(707) 769-7820

775 Baywood Drive
Suite 306
Petaluma, CA 94954

SEC#: 801-68879
Years in Business: 13 years

BURLESON & COMPANY, LLC

Website

(707) 283-0520

201 1st Street
Suite 204
Petaluma, CA 94952

SEC#: 801-66240
Years in Business: 15 years

RESOURCE INVESTMENT ARCHITECTS, INC.

Website

(707) 763-7861

11 Petaluma Blvd. N. Suite 205

Petaluma, CA 94952

SEC#: 801-56409
Years in Business: 22 years

DOBSON ASSET MANAGEMENT

Website

(707) 766-9254

7 Fourth Street
Suite 25
Petaluma, CA 94952

SEC#: 801-51693
Years in Business: 25 years

FPC INVESTMENT ADVISORY, INC.

Website

(707) 795-0500

1465 North Mcdowell Blvd
Suite 170
Petaluma, CA 94954

SEC#: 801-112493
Years in Business: 3 years