Sonoma Wealth Advisors
Financial Services, Wealth Management
Sonoma, CA
539 Broadway, Suite A
Sonoma, CA 95476 Directions
5.0 out of 5
96 verified ratings
96 Ratings, 95 Comments
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.
AI Overview
Sonoma Wealth Advisors consistently delivers personalized and attentive financial guidance, fostering strong client relationships through responsiveness and clear communication. Clients appreciate the team's expertise, patience, and trustworthiness, highlighting tailored strategies and ongoing support. The advisors demonstrate a commitment to understanding individual goals, explaining options thoroughly, and maintaining accessibility. Regular portfolio reviews and proactive check-ins enhance client confidence. Overall, the firm is recognized for professionalism, knowledgeable advice, and a welcoming approach that makes clients feel valued and secure in their financial futures.
Generated from the text of client reviews
This AI summary is automatically generated from the text of all published, verified client reviews. The summary intends to extract the prevailing themes from the published reviews, but like all AI-generated text there is a possibility of errors. Please exercise caution, and when in doubt read the full contents of the actual reviews.
Jul 28, 2026
Daren Blonski
I was introduced to Daren by a fellow co-worker. Meeting and working with Daren is great. He listens to his clients and really wants them to do well, not only financially but also in life. Daren will explain things to you so you fully understand. I only wish I was introduced to Daren sooner.
Anonymous
Jun 18, 2026
Shelby has been an asset to the Sonoma Wealth Team. She is extremely knowledgeable, responsive and patient. She keeps in touch which is part of the reason I work with Sonoma Wealth Advisors. They personally care about my situation and give advice as needed.
She is the BEST!
Linda Z.
Jun 15, 2026
I rated Shelby 4 out of 5 stars only because I don't believe anyone is perfect.
As my wife and I plan for the future, one of my most important goals is finding an advisory team that can continue to look after my wife's financial well-being if I am no longer here. I want her to have trusted professionals she can turn to with any question—whether financial or otherwise—and know she will receive honest guidance, thoughtful support, and genuine care.
Shelby and Clay embody exactly what I was hoping to find. Shelby is exceptionally approachable, knowledgeable, and easy to talk with. Watching her interact with my wife gave me a great deal of confidence and peace of mind. Her warmth, patience, and sincerity were evident from our very first conversations.
To be completely candid, if I had not had the opportunity to meet Shelby personally, I don't believe my wife and I would have felt comfortable becoming clients. The trust she helped establish played a significant role in our decision. Together, Shelby and Clay have created the kind of relationship-focused advisory experience that gives us confidence not only for today, but for the years ahead.
Tri V.
Jun 9, 2026
Shelby was my first point of contact with Sonoma Wealth, and she is the reason we decided to move our accounts there. She answered all of my questions in such a warm and sincere way — it felt more like talking with a trusted friend than a financial office. Her kindness and professionalism immediately stood out.
We have been very happy with Sonoma Wealth, and I wholehearted recommend them for our friends and family members.
Bethany C.
Jun 8, 2026
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.
Craig Y.
Jun 8, 2026
I have been working with Daren Blonski at Sonoma Wealth Advisors for over 10 years, and I can confidently say he has always had my best interests in mind. Daren is professional, knowledgeable, and genuinely kind. He has helped me with both long-term financial planning and specific financial goals over the years, always taking the time to explain options clearly and thoughtfully.
He is one of the very few people I fully trust to recommend to my friends and family. I highly recommend Daren and Sonoma Wealth Advisors to anyone looking for honest, reliable financial guidance.
Craig Y.
Jun 2, 2026
We’ve been very pleased with our experience at Sonoma Wealth. Clay has been knowledgeable, responsive, and easy to work with, and we feel very confident in the guidance we’ve received.
Bethany C.
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.
Jun 1, 2026
I met with Daren in 2019. I was impressed that he was teaching about Financial Freedom and how to start managing your money. He never tried to sell me on moving my funds. It was more about building trust. The more I learned from him, the more I understood how he works to manage his clients' accounts. I moved my money over and have never looked back. I am one of his biggest fans and continue to refer clients, friends and family to him.
Linda Z.
May 29, 2026
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.
Roger H.
May 26, 2026
May 24, 2026
Clay is a lovely person. He has helped my husband and me navigate all of our finances. Clay speaks to us kindly, answers every question we have and then don't have, gives us fair and thoughtful advice, all in a friendly and professional manner. He has helped feel more secure and stable in our plans for the near future, retirement and for our children. We could not be more pleased with Clay and look forward to our next meeting.
Emily S.
May 22, 2026
I've been working with Clay & Chris for 2 years now. They have carefully planned my investments and taught me so much about my long term retirement and portfolio. Clay in particular is very prompt, kind and thorough with his work and recommendations. I would highly recommend him as an advisor.
C.J.
May 20, 2026
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.
N.O.
May 17, 2026
One of the best decisions of our life was to take all of our investments and work with Sonoma Wealth Advisors on our future retirement strategy. They are always available to answer questions at a moment’s notice. We meet twice a year to review the past, present and plan for the future. The second best decision we made was moving to Hawaii and if it wasn’t for the exceptional growth in our investments we wouldn’t have been able to do so. The staff are our financial representatives, now they are part of our ohana and no one is left behind. With much aloha❤️
Mahalo nui Loa
Frank R.
May 15, 2026
Shelby Wirick is the best!!!! She is most enjoyable to work with! Always friendly, professional and available for even the simplest of questions! She is amazing and I count myself so lucky to have found her. My financial security is safe in her hands as well as with all the team at Sonoma Wealth Advisors. Thank you Shelby!
Pamela D.
May 14, 2026
I am fairly new to Sonoma Wealth, but Clay has been great so far! Always kind and helpful with all my questions.
S.G.
May 14, 2026
Clay is fabulous to work with! He is extremely responsive and always makes great recommendations based on our needs. We are thrilled to work with Clay. We highly recommend working with Clay and Sonoma Wealth.
Anonymous
May 14, 2026
Shelby is incredible to work with! Very responsive, extremely intelligent, and a great listener. She understands our needs and always guides us in the right direction. I highly recommend Shelby for any financial planning needs.
Anonymous
May 14, 2026
Working with Daren and his team has been an exceptional experience. What truly sets him apart is how personalized and thoughtfully curated his approach is. He has taken the time to deeply understand my unique financial situation, goals, and concerns rather than offering a one-size-fits-all strategy.
His level of professionalism, communication, and attention to detail consistently exceeded my expectations. Every recommendation felt intentional, well researched, and aligned with both my short- and long-term objectives. I always feel supported, informed, and genuinely valued as a client.
Daren has created a highly sophisticated yet approachable experience that inspires confidence and trust. If you are looking for financial advisors who combine expertise with truly individualized service, I cannot recommend them highly enough.
Andrea H.
May 14, 2026
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.
Lisa M.
May 13, 2026
From the moment we were introduced, Clay handled the relationship with the utmost care and respect. He took the time to understand our goals, explain our options, provide background and detail where needed, and was always responsive, clear in communications, and effective. He has gone well beyond our expectations in several aspects of our financial life to ensure we meet our goals. I would recommend him 100%, but I don't really want to share!! :-)
Jeff H.
May 13, 2026
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.
L.C.
May 13, 2026
Daren checks in periodically and has always been prompt to answer any questions that we have
Robert C.
May 13, 2026
Wonderful experience with Daren. He is an excellent advisor. Easy to contact. Great advice. I wholeheartedly recommend him.
Jennifer M.
May 13, 2026
May 13, 2026
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.
Pamela B.
May 13, 2026
Clay is an excellent advisor. He is patient and kind, and is very responsive to calls or emails. He is trustworthy, which i value the most! I trust he will do the right thing for me and my family. He also has a sense of balance and humor— much needed these days.
Claire G.
May 13, 2026
Each and every time Clay is here for me with questions or changes. The best thing he always listens when I speak. thank you so much Clay!
Kristin J.
May 13, 2026
Always there when you need him. Great intuition, knowledge and personality. I trust him more than all the other financial planners I’ve had over the years and recommend him to anyone
Jay Trottier
May 4, 2026
Darren is always there for our questions, you know he is watching out for you.
Jody F.
May 4, 2026
An outstanding professional at the top of his field. Daren will take the time to listen to your goals, then formulate an investment strategy specifically tailored to your expectations. And, it typically works!
Keenan L.
May 2, 2026
Daren is very informative to let you know what’s going on. Always says if you have more questions to call him.i look forward to his weekly podcast, even though I don’t understand everything,I still learn a lot.
DEBRA E.
May 2, 2026
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.
Jeanette and John Johnson
Apr 30, 2026
Shelby is an exceptional financial advisor—attentive, responsive, and consistently reliable. She’s easy to reach and takes the time to answer all of our questions clearly. If she doesn’t have an answer right away, she follows up promptly with thoughtful, thorough information. We really appreciate her professionalism and dedication.
T.M.
Apr 30, 2026
Apr 29, 2026
All good with one exception, I have not spoken to Shelby in quite some time, would be good to hear from her more often.
T.M.
Apr 29, 2026
Shelby made us feel right at home from the first day we met. It felt like having a family member help manage our finances. Very patient, very explanatory and not “pushy” at all. I’m very happy we found her.
Kenneth Rutherford
Apr 29, 2026
I have been dealing with Daren Blonski for many years, and we have had a good working relationship.
Gerald F.
Apr 29, 2026
Apr 29, 2026
Apr 29, 2026
Great! Daren has always been available whenever I had questions. I left a message to call me back, and even though he in Tahoe he did call me back the same day. When I opened my investments account I told him, "Do whatever you have to do with it, just don't lose it." And he hasn't. It just keeps growing. He knows how to do his job.
Susan M.
Apr 28, 2026
Extremely knowledgeable. Clay takes the time to show graphs, charts, and layouts that a person can understand. Has given great advise and we trust him making choices in our best interest.
Darin Cravea
Apr 28, 2026
Very helpful and knowledgeable. Spent the time to make sure we were comfortable investing with Sonoma Wealth.
Darin Cravea
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
Clay is always available for my questions and treats me with dignity and respect. I appreciate his quick responses as well as his wisdom and knowledge. He is great at referring out when it's something he doesn't handle. I appreciate that humility. He's a professional who feels like a friend.
Kim G.
Apr 28, 2026
He's always pleasant and informative. I have confidence in his advice. I also really like his office staff, especially Rose.
Gail Alioto
Apr 28, 2026
We have been with Daren for many years. Very happy with what he has done for us! He is always available to talk, when we need him. He talks to us, not over us.
Everyone in his office is knowledgeable and very friendly. We do enjoy their Friday podcast!
Andi C.
Apr 28, 2026
Professional, responsive, attention to detail always.
Debbie Rood and George Scott
Apr 28, 2026
Shelby was professional as well as down to earth to make the entire experience a success.
lisa gazale