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Ben Sedillo | Financial Advisor

Profile img for Ben Sedillo, financial advisor at Sonoma Wealth Advisors
Santa Rosa, CA
Ben Sedillo
Financial Advisor
Principal Advisor at
Sonoma Wealth Advisors

Verified Identity

Important Disclosures

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 grandparents when I was in elementary school to earn money to buy school clothes. This kind of responsibility taught me about the value of working hard, setting goals, and supporting loved ones. My unique background makes me much more empathetic to the challenges my clients face when building, maintaining, and transferring wealth. That’s why I'm so passionate about understanding what’s important to my clients. I feel that through thoughtful and specific planning I can help my clients avoid the struggles that I had endured while growing up. That way, not only can they feel prepared for different life events, but they can also feel confident about achieving their financial dreams. As a young man, I followed in my brother’s footsteps to serve the country in the United States Coast Guard. After finishing my time in the service, I started what became a very successful career in banking. The various positions that I held in banking earned me a wealth of experience, which culminated in working as a Financial Advisor, licensed and practicing since 2007. I'm an Accredited Asset Management Specialist (AAMS®) and an Accredited Investment Fiduciary (AIF®). On a personal note, I'm a lucky husband to my wife, Mia, and proud father to Grace (15), Ava (10), and Donovan (5). I cherish my family and creating moments with them. Whether it’s traveling, camping, or enjoying Sonoma County, where I've lived since 2009, I see my family as the center of my universe.
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Specialties and Expertise

7
Portfolio Construction
Retirement Income
Tax Minimization Investment Strategies
Philanthropic Planning and Giving
High Net Worth Planning
Socially Responsible Investing (SRI)
Environmental, Social, and Governance (ESG)

Clientele

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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

Credentials and Designations

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Accredited Investment Fiduciary®

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Accredited Asset Management Specialist®

Quick Facts About Ben
Years of Experience:18 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Retirement Planning

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Tax Planning

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Investment Planning

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Pricing Models

Hourly Fee
AUM

Proof of License

SEC Profile
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Santa Rosa, CA
Ben Sedillo
Financial Advisor
Principal Advisor at
Sonoma Wealth Advisors
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