Sign up to save your podcasts
Or
Share Daren Blonski
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Daren Blonski
In this episode of the Sonoma Wealth Advisors SmartVestor Pro Podcast, host Dano Weir talks with Daren Blonski, the managing principal at Sonoma Wealth Advisors. They discuss the different types of financial advisors and the importance of finding a fiduciary advisor who has your best interests in mind. They also talk about the value of certified financial planners and the transformative relationships that can be formed between clients and advisors. Blonski shares personal stories about his journey in the financial industry and how his experiences have shaped his approach to advising clients. He emphasizes the importance of understanding clients' goals and helping them create moments in their lives that create richness and happiness. The podcast is sponsored by Sonoma Wealth Advisors, a registered investment advisor that focuses on providing transformative relationships with clients. They have a team of experienced advisors, including certified financial planners, who are committed to helping clients achieve their financial goals.
Chapters:
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
Chapters:
- Introduction
- Types of Financial Advisors
- Importance of Fiduciary Advisors
- Value of Certified Financial Planners
- Transformative Relationships
- Personal Stories
- Creating Moments
- Sponsorship and Conclusion
- Sonoma Wealth Advisors: https://www.sonomawealth.com/
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
View all episodes
By 707 MediaIn this episode of the Sonoma Wealth Advisors SmartVestor Pro Podcast, host Dano Weir talks with Daren Blonski, the managing principal at Sonoma Wealth Advisors. They discuss the different types of financial advisors and the importance of finding a fiduciary advisor who has your best interests in mind. They also talk about the value of certified financial planners and the transformative relationships that can be formed between clients and advisors. Blonski shares personal stories about his journey in the financial industry and how his experiences have shaped his approach to advising clients. He emphasizes the importance of understanding clients' goals and helping them create moments in their lives that create richness and happiness. The podcast is sponsored by Sonoma Wealth Advisors, a registered investment advisor that focuses on providing transformative relationships with clients. They have a team of experienced advisors, including certified financial planners, who are committed to helping clients achieve their financial goals.
Chapters:
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
Chapters:
- Introduction
- Types of Financial Advisors
- Importance of Fiduciary Advisors
- Value of Certified Financial Planners
- Transformative Relationships
- Personal Stories
- Creating Moments
- Sponsorship and Conclusion
- Sonoma Wealth Advisors: https://www.sonomawealth.com/
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.