Gaetano Bettinelli

Gaetano Bettinelli at Sonoma Wealth Advisors provided incredible support to my family during one of the most difficult times in our lives. After my Dad passed away, my Mom was suddenly faced with countless important financial decisions involving property, transferring annuities into IRAs, merging bank accounts, transferring stock, and planning for a completely new financial future. It was overwhelming. Gaetano met with my Mom, helped create a clear plan, and took so many complicated tasks completely off her plate. He guided her carefully and patiently through every question and decision along the way. The peace of mind that came from knowing everything was being handled correctly was truly priceless. I’m deeply grateful for the help, kindness, and guidance Gaetano and Sonoma Wealth Advisors provided during such a difficult period. It’s hard to fully express how much their support meant to our family, and especially how relieved my Mom feels now.

We are so glad Gaetano Bettinelli is so thoughtfully managing our investments, and educating us about our finances. We also appreciate his recognition of our preference to trust him to act in our best interests while we remain primarily hands-off investors.

Gaetano always ensures our questions are answered and that we're clear on what our plan is moving forward. We trust his advice and know he and the entire team are working to help set us up for success. We greatly appreciate Gaetano's check-ins and awareness of where we are in life - he helps us keep our portfolio on track even when it isn't at the front of our mind. We highly recommend working with Gaetano and the team at Sonoma Wealth Advisors.

Gaetano and Daren provide expert financial advice and services above an beyond our expectations. We appreciate that they listen to our concerns and then suggest strategies for money management that fit our goals.

I’m not tech savvy and don’t know a lot about investments but Gaetano was patient and guided me a lot my back door IRA.

I have only just started with Sonoma Wealth and don't feel like I can give a true review. It has mostly been a matter of moving money and stock. There was one little glitch but I don't think I can base overall performance on that. Hopefully next time with more information I can share a little more.

Gaetano wants us to fully understand our options, and he is an excellent teacher. When we make financial decisions, we are confident in our understanding.

Professional, responsive, attention to detail always.

Mr. Bettinelli is always quick to respond to our emails and always responds completely. He has a clear understanding of our financial goals and is helping us in achieving them.