Chris Sipes
Financial Services, Wealth Management
Sonoma, CA
539 Broadway, Suite A
Sonoma, CA 95476 Directions
+1 707-509-0388
5.0 out of 5
30 verified ratings
30 Verified Ratings
Reviews submitted through Amplify are given by existing clients of Sonoma Wealth. Sonoma Wealth is permitted to remove a review from Amplify only for limited compliance reasons. Any comments provided on Amplify reflect the individual experiences of that reviewer and may not be representative of all clients. Testimonials are not indicative of future performance or success. No compensation is paid by Sonoma Wealth for providing a review.
Sonoma Wealth Advisors is a fee-based, fiduciary wealth management and financial advisory firm based in Sonoma, California.
Sonoma Wealth Advisors is a fee-based, fiduciary wealth management and financial advisory firm based in Sonoma, California.
Jun 1, 2026
Chris is so knowledgeable, in so many areas. This isn't just about your "retirement" accounts. He looks at your whole financial picture. He helps with understanding when to "hold" or when to "sell" real estate you own, ideas about when to take social security and life planning in general. He always makes time when I have questions. I've referred other to him as well.
Linda Z.
Apr 28, 2026
Chris and the team at Sonoma Wealth Advisors are stellar. I have received nothing but superlative customer service and trust Chris to assist me in making the best financial decisions. I wholeheartedly recommend Chris, Shelby and the rest of the team at Sonoma Wealth Advisors (SWA). I could not be happier in choosing them to advise me with my financial future. Thank you Chris and SWA team!
Pamela D.
Apr 28, 2026
My wife and I just love Chris and appreciate him!
Rick P.
Apr 23, 2026
Chris has been very thorough and takes his time to explain everything. Great guy! Highly recommend him.
Jason V.
Mar 6, 2026
Chris is the best! Just love working with him. He's helpful, patient, kind and I trust him implicitly. He's helped me understand about the markets, guided me to set up a retirement plan and kept me on course throughout all the years we've worked together.
Barbara C.
Feb 18, 2026
Chris always makes time to consult with me on various buys and sells to keep me on my financial track.
Honey Mannix
Feb 16, 2026
Very helpful with planning my retirement!
Jynx Lopez
Feb 11, 2026
I’m what you might call a high maintenance client. But not only that, my portfolio is really not that impressive.
But despite these handicaps on my part, it has been my experience that Chris has always treated me as if I was a high-valued customer.
His patience and understanding makes me feel like a wanted client.
Because of Chris, I believe I’ll be with SWA for generations.
Paul Mark Boddy
Feb 10, 2026
Chris and the Sonoma Wealth team have been fantastic in helping me sort my family finances and setting up a reliable future plan. Chris has been very accommodating and flexible to our changing needs, while providing great and trusted advice on choices.
Ken B.
Feb 10, 2026
My meeting with Chris Sipes was very positive. He was thorough in reviewing my portfolio and answered all of my questions in language I could understand. I feel confident working with him.
Lynn M.
Feb 10, 2026
We love working with Chris. He has the heart of a teacher and being able to ask questions and get answers attuned to our specific needs is so reassuring. He takes the time to listen and truly cares about us as clients. I would highly recommend Chris and the team at Sonoma Wealth Advisors
Michelle H.
Feb 10, 2026
I just left Chris a smashing review a month ago.
Douglas A.
Feb 9, 2026
I have been happy with the work done by Chris Sipes. Even with the market as unpredictable as it's been, my account has consistently grown. I appreciate knowing my account is in good hands.
Jill M.
Feb 9, 2026
Chris is knowledgeable, helpful, and reassuring. I've enjoyed working with him for many years and look forward to many more!
Catherine A.
Feb 9, 2026
Responsive, managing our account very well.
Jessica C.
Feb 7, 2026
Chris has been our advisor for over a decade and notably, Sonoma Wealth Advisors has served three generations of my family. Chris is an absolute treasure to work with. Extremely professional and a person of high integrity, he responds quickly to all our concerns. He guides our finances with the care he would family. We are grateful to be clients of Chris and Sonoma Wealth Advisors!
K.E.
Jan 19, 2026
Chris has been advising us for several years and we couldn't be happier. He is kind, knowledgeable, and very helpful with our financial planning. I recommend his services any time I can.
Deborah S.
Jan 9, 2026
We have enjoyed working with Chris. His is responsive & helpful every time we call.
Narda C.
Jan 9, 2026
Chris is always attentive and willing to educate me. He's patient with my occasional crackpot ideas. We know our money is in good hands with Chris.
Sid B.
Jan 9, 2026
My experience with Chris Sipes has been entirely positive. He is always available to answer my questions and explains concepts in a way that I can understand. Very pleasant, easy to talk to.
Lynn M.
Jan 8, 2026
I have been delighted with my working relationship with Chris. He answers all my questions, offers advice and lets me try new investments always looking out for my best interests!
Honey Mannix
Jan 8, 2026
I recommend anyone to work with Chris. He is very knowledgeable, helpful, and easy to work with. I have recommended him to all of my family.
Laura B.
Jan 8, 2026
Has really done a fantastic job of keeping our money stable even while providing both retirement income and special project money. Very pleased.
Anonymous
Jan 8, 2026
Chris is very response and reassuring
Rebecca Speer
Jan 8, 2026
Chris had been invaluable. He is knowledgeable and very patient. Chris has helped me build my retirement plan so that I am almost debt free and able to retire. He helped walk through a major life change that had some financial impact but also person issues to consider. I really appreciated his insight. I have worked with him over the last 15 years. My prior financial advisor was a poor choice who was only out for himself and I am glad I found Chris.
Tricia S.
Jan 8, 2026
Chris has been careful and easy to work with, despite our relative uncertainties and insecurities with all things-Investment! He's patient, knowledgeable and never makes you feel like, "You really should be getting this by now." We appreciate his availability and ease, despite the life difficulties we've thrown his way. We trust and enjoy working with Chris and the good team at Sonoma Wealth!
Douglas A.
Jan 7, 2026
Mr. Sipes is an excellent advisor. He explained all planning in detail and I’m very comfortable with his expertise. He provided a great service and I trust him. Thank you to Chris and the Sonoma Wealth team for all they do.
Kelly M.
Jan 7, 2026
Chris is always helpful with all my questions and financial needs. The information he has given me regarding my financial changes has been very useful.
Marlene M.
Jan 7, 2026
Chris has been helpful, responding in a timely manner, and knowledgeable since we have began working together since July. My portfolio has performed well and he has also provided me with useful advice regarding future financial planning/retirement and I have listened to the weekly podcast as well which provides some insight and perspectives.
Kenneth W.
Jan 7, 2026
I am very happy with your company. Chis has been supportive and knowledgeable. Appreciate his help.
Inna K.