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Daren Blonski | Financial Advisor

Profile img for Daren Blonski, financial advisor at Sonoma Wealth Advisors
Sonoma, CA
Daren Blonski
Financial Advisor
Managing Principal at
Sonoma Wealth Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Daren Blonski, CFP® is the co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach. With a Master of Arts in Psychology from Sonoma State University, he is deeply connected to helping clients take their lives to the next level. His clients see him as a coach, operating in the realm of financial planning. Working with clients across the life-stage spectrum, he focuses particularly on assisting entrepreneurs looking to soak up life. Coupling his experience with traditional markets, Daren specializes in helping clients who value Bitcoin and other cryptos to build diversified investment strategies. A life-long learner. Daren is a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary™, a Certified Retirement Planner Specialist™, a Certified Retirement Planning Counselor™, an Accredited Asset Management Specialist™, a Smartvestor Pro™ with Dave Ramsey, a Certified Digital Asset Advisor™, and has received his certificate in Blockchain and Digital AssetsSM from the Digital Assets Council of Financial Professionals. He is deeply committed to the pursuit of lifelong learning. Multi-dimensional in his interests, he facilitates leadership training with non-profits, particularly those in Sonoma Valley. He has worked extensively internationally with the curriculum based on The Leadership Challenge framework. As an avid reader, he is always exploring new ideas and themes to incorporate into his life. As a lifelong resident of Sonoma County, if there is a race to be run, a weight to be lifted, a mountain to be climbed, Daren is all in. He loves the outdoors, fishing, and Red Sox Baseball. He spends his spare time pursuing his physical and mental agility through various outdoor and physical health related activities. With all this said, Daren’s greatest joys are his three children: Brooklyn, Bryton, and Brady. He is married to his Partner Shae.
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Specialties and Expertise

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Tax Minimization Investment Strategies
Portfolio Construction
Business Ownership Strategies
Succession Planning
Cryptocurrency & NFTs
Retirement Income

Clientele

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Retirees
Business Owners
Startup Employees
Inheritors

Credentials and Designations

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Certified Financial Planner™

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Chartered Retirement Plan Counselor®

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Accredited Asset Management Specialist®

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Series 66 - Uniform Combined State Law Exam

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Accredited Investment Fiduciary®

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Certified Digital Asset Advisor®

Education

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Sonoma State UniversityMasters in PsychologyYear Obtained: 2010
University of California, DavisBachelors or Arts in SociologyYear Obtained: 2006
Quick Facts About Daren
Years of Experience:13 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Retirement Planning

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Investment Management

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Business Retirement Solutions

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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Sonoma, CA
Daren Blonski
Financial Advisor
Managing Principal at
Sonoma Wealth Advisors
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Advisor Disclosure
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Sonoma Wealth Advisors, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities accounts are held through Charles Schwab and TD Ameritrade, Member FINRA/SIPC. Advisory Services offered by Sonoma Wealth Advisors, a registered investment advisor. Sonoma Wealth Advisors is a separate unaffiliated legal entity from Charles Schwab and TD Ameritrade.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested