Episodios

  • Chris Sipes

    Chris Sipes
    Apr 16 2023
    In this episode of the Sonoma Wealth Advisor's SmartVest podcast, Dano Weir interviews Chris Sipes, a principal at Sonoma Wealth Advisors. They discuss the importance of working with a fiduciary advisor and building trust with clients. Chris shares his personal approach to financial advising and why he enjoys helping clients achieve their financial goals. They also discuss the benefits of Dave Ramsey's Baby Steps program and the importance of getting intentional about your finances. Chapters
    • Introduction
    • The importance of working with a fiduciary advisor
    • Building trust with clients
    • Chris's personal approach to financial advising
    • The benefits of Dave Ramsey's Baby Steps program
    • Getting intentional about your finances
    • Why you should work with Sonoma Wealth Advisors
    • Meet the Sonoma Wealth Advisors team
    • The importance of the human touch in financial advising
    • Conclusion
    Show Notes
    • Sonoma Wealth Advisors: sonomawealth.com
    • Dave Ramsey: daveramsey.com
    • Baby Steps program: daveramsey.com/baby-steps
    • Chris Sipes on LinkedIn: linkedin.com/in/chris-sipes-640b1a39/

    ________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. 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.
    Más Menos
    25 m
  • Clay Dunkle

    Clay Dunkle
    Apr 16 2023
    In this episode of the Sonoma Wealth Advisors Smart Investor Podcast, Dano Weir, the marketing director, interviews Clay Dunkle, a financial advisor at Sonoma Wealth Advisors. They discuss various topics, including how Clay first encountered Dave Ramsey, his experience working at Sonoma Wealth Advisors, and the quality of tools they use to help clients. Clay also shares his passion for coaching baseball and working with clients who are goal-oriented and working towards achieving their financial goals. Chapters
    • Introduction (00:00:00)
    • Meet Clay Dunkle (00:01:08)
    • How Clay first encountered Dave Ramsey (00:02:56)
    • What it's like to work with Sonoma Wealth Advisors (00:06:35)
    • Clay's passion for coaching baseball (00:10:09)
    • Who Clay likes to work with (00:11:44)
    • The quality of tools used at Sonoma Wealth Advisors (00:14:25)
    • Why someone should choose Sonoma Wealth Advisors (00:18:14)
    • Conclusion (00:20:29)
    Show Notes
    • Sonoma Wealth Advisors: https://sonomawealthadvisors.com/
    ________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. 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.
    Más Menos
    18 m
  • Shelby Wirick

    Shelby Wirick
    Apr 16 2023
    In this episode of the Sonoma Wealth Advisors Smartvestor Pro podcast, host Dano Weir sits down with financial advisor Shelby Wirick. They discuss Shelby's journey to becoming a financial advisor, her experience with Dave Ramsey's financial principles, and the importance of having a supportive community when making financial changes. They also touch on Shelby's hobbies outside of work, including travel and spending time with her family. Chapters
    • Introduction
    • Shelby's Background
    • Discovering Dave Ramsey
    • Overcoming Debt
    • Working at Sonoma Wealth Advisors
    • Building a Support System
    • Shelby's Hobbies
    • What Sets Sonoma Wealth Advisors Apart
    • Getting Started with Sonoma Wealth Advisors
    • Conclusion
    Show Notes
    • Sonoma Wealth Advisors: sonomawealth.com
    ________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. 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.
    Más Menos
    21 m
  • Daren Blonski

    Daren Blonski
    Apr 16 2023
    In this episode of the Sonoma Wealth Advisors SmartVestor Pro Podcast, host Dano Weir talks with Daren Blonski, the managing principal at Sonoma Wealth Advisors. They discuss the different types of financial advisors and the importance of finding a fiduciary advisor who has your best interests in mind. They also talk about the value of certified financial planners and the transformative relationships that can be formed between clients and advisors. Blonski shares personal stories about his journey in the financial industry and how his experiences have shaped his approach to advising clients. He emphasizes the importance of understanding clients' goals and helping them create moments in their lives that create richness and happiness. The podcast is sponsored by Sonoma Wealth Advisors, a registered investment advisor that focuses on providing transformative relationships with clients. They have a team of experienced advisors, including certified financial planners, who are committed to helping clients achieve their financial goals.

    Chapters:
    • Introduction
    • Types of Financial Advisors
    • Importance of Fiduciary Advisors
    • Value of Certified Financial Planners
    • Transformative Relationships
    • Personal Stories
    • Creating Moments
    • Sponsorship and Conclusion
    Show Notes:
    • Sonoma Wealth Advisors: https://www.sonomawealth.com/
    ________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. 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.
    Más Menos
    28 m
  • The Team

    The Team
    Apr 16 2023
    In this episode, the Sonoma Wealth Advisors team discusses their approach to financial planning and investment management. The team talks about their experience working with clients and the importance of being a fiduciary. They also touch on the Dave Ramsey baby steps and how they help clients navigate the different stages of their financial journey. Chapters
    1. Introduction (0:00)
    2. Background on the Sonoma Wealth Advisors team (1:08)
    3. The importance of being a fiduciary (4:23)
    4. The Dave Ramsey baby steps (9:25)
    5. Navigating the different stages of financial planning (14:40)
    6. Dealing with fees transparently (18:45)
    7. Investment management and the four buckets (20:57)
    8. Communicating with clients (23:45)
    9. Support team and working with clients at different stages (26:10)
    10. Conclusion (28:53)
    Show Notes
    • Sonoma Wealth Advisors: https://www.sonoma-wealth-advisors.com/
    ________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. 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.
    Más Menos
    32 m
adbl_web_global_use_to_activate_DT_webcro_1694_expandible_banner_T1