Overview

Sonoma Wealth Advisors is a growing California based RIA. We are looking for advisors who are either looking for advisors who want to join an RIA work for 3-10 more years, than retire.

Our advisors are fee-based, and can operate with a flexible infrastructure as long as they are compliant, legal, and ethical. We are a planning led firm and lean into technology to assist us with growing our client relationships. We utilize passive and active portfolio management techniques. Advisors can maintain their insurance licenses with us and use insurance as a planning tool.


Last Activity
today
Listing Updated
Oct. 29, 2024

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