Todd Gomes
Principal Advisor at Sonoma Wealth Advisors
Based in Santa Rosa, United States
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Seniority
Director
Department
General Business & Management
Location
Santa Rosa
Industry
Financial Services
Company size
13
Contact information
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t•••••••@sonomawealthadvisors.com
Phone
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Background
About Todd Gomes
This information is intended for use by residents of CA, AZ, CO, FL, ID, MD, MO, NJ, NM, NV, OK, OR, PA, SC, TX, WA. CA Insurance License Number 0E18581 Please contact me by email at todd.gomes@wellsfargo.com or by phone at 707-584-3148. I cannot respond to messages through Linkedin. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. With 14 years of financial services experience, I'm able to provide comprehensive investment management. My goal is to manage my clients' money effectively and grow my book of business. My skill set is primarily in portfolio design and stewardship, emphasizing 3 phases of wealth management: downside mitigation, portfolio growth, and wealth transfer.
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