BS
Ben Sedillo
Santa Rosa, CA
Verified Identity
Principal Advisor at
Sonoma Wealth Advisors
Years of Experience
18 years
Member Since
2023
Allow Me to Introduce Myself
Raised by a single-mom, I learned at an early age the importance of building a solid financial foundation. Growing up in the Central Valley of California, much of my childhood was spent working to contribute to the household finances. In fact, a core memory for me is of me punching a clock for my gr...
Clientele
Retirees
Doctors
Healthcare Workers
Business Owners
Veterans & Active Duty Military
Single Mothers
Divorcees
Wealthy Families
Parents of Special Needs Children
Inheritors
Surviving Spouses
Tech Employees
Nurses
Services Provided
Financial Planning
Retirement Planning
Tax Planning
Investment Planning
Specialties and Expertise
Portfolio Construction
Retirement Income
Tax Minimization Inv...
Philanthropic Planning and Giving
High Net Worth Planning
Socially Responsible...
Environmental, Socia...
Credentials and Designations
Accredited Investment Fiduciary®
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Accredited Asset Management Specialist®
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Pricing Models
Hourly RateAUM
Disclosures and Proof of License
SEC Profile
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