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

AIF®

Accredited Investment Fiduciary®

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AAMS®

Accredited Asset Management Specialist®

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Pricing Models

Hourly RateAUM

Disclosures and Proof of License

SEC Profile

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