Sonoma Wealth Advisors
Departing for a voyage without a map is a sure way to end up lost. Navigating towards financial freedom is no different. Without a plan and a principled investment strategy, you may encounter financial roadblocks or take a few wrong turns along the way. With structured financial and investment planning, you’ll have a compass in hand to expedite your way toward financial freedom.
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Verified contacts
12
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
80
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- RR
Rose Rosen
Director of Client Relations · Customer/Client Service
EmailPhone - RV
Russell van Sistine
Partner Advisor · Sales & Business Development
EmailPhone - SW
Shelby Wirick
Financial Advisor · Finance & Accounting
EmailPhone - TG
Todd Gomes
Principal Advisor · General Business & Management
EmailPhone - ZP
Zach Paul
Principal Advisor · General Business & Management
EmailPhone - CD
Clay Dunkle
Financial Advisor · Finance & Accounting
EmailPhone - SH
Sarah Hallas
Senior Advisor · General Business & Management
EmailPhone
Showing 7 of 12 verified contacts
Top roles at Sonoma Wealth Advisors
7 distinct titles indexed · top 7 shown.
- 3financial advisor
- 3principal advisor
- 2principal
- 1director of client relations
- 1director of marketing
- 1partner advisor
- 1senior advisor
Sign up to unlock all 12 contacts at Sonoma Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Sonoma Wealth Advisors
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