Sonoma Wealth Advisors

Rich Financial, operating as Sonoma Wealth Advisors, is a registered investment advisor firm established in August 2019 and registered with the SEC. The firm specializes in asset management services and financial planning, focusing on retirement planning, investment management, company retirement plans, and inheritance navigation. The firm's principal owners are Daren E. Blonski and Christopher D. Sipes, both Certified Financial Planners. Services are primarily offered to high-net-worth individuals, individuals, and businesses, with a focus on managing assets based on investment goals, risk tolerance, and financial situation. Investment portfolios consist mainly of mutual funds, ETFs, and individual stocks. Financial planning services are available separately for a fee and cover various planning strategies for families, individuals, and businesses. Rich Financial does not charge performance-based fees and does not manage proprietary investment funds. The firm does not have custody of client funds and securities, which are held by Charles Schwab & Co., Inc. Clients have the option to grant the firm discretionary authority over their accounts. The firm does not vote on client securities and does not engage in soft dollar arrangements. Rich Financial has a Privacy Policy in place to protect clients' personal information and maintains a commitment to safeguarding client data.