Sonoma Wealth Advisors

Sonoma Wealth Advisors Serving the North-Bay as an independent fiduciary & financial planning firm.

All an all-new episode of our podcast It's All Money, Sonoma Wealth Marketing Director Dano Weir breaks down the fascina...
07/18/2026

All an all-new episode of our podcast It's All Money, Sonoma Wealth Marketing Director Dano Weir breaks down the fascinating business and investment story of Nostalgia Alley, a retro video game store in Petaluma.

Catch the full episode now on our youtube, here: https://youtu.be/P0cvCIQpwy4

Watch the episode and learn:

• Why a 40 year old Nintendo game that should be worth $4 is actually worth $20,000 (and rising).
• The secret to becoming one of the busiest storefronts in all of downtown Petaluma.
• How owning a game store led Jason to become a character in a game!
• How their retail video game business has expanded into a video game event space (and even hosted a wedding).
• The customer service secrets to build a dedicated, expanding fanbase.

Whether you enjoy the business lessons or the fun of gaming, we invite you to check out this in-depth look at a true gem in downtown Petaluma, Nostalgia Alley.

07/17/2026

A chip pullback? A "double bottom" fail? Are they just flipping a coin in the Strait of Hormuz? Is the market starting to show signs of AI fatigue? Or is this all just dog days of summer low trade volume? Let's find out this week On The Markets.


This week Sonoma Wealth Managing Principal Chris Sipes CFP® and Marketing Director Dano Weir examine:

• Some tariffs are now being refunded due to judicial rulings. What, if any, impact could that have on the market?

• What is the “most crowded” trade in the world and why you’re likely already in it.

• Bitcoin showing signs of life after a difficult 2026?

• Gold continues to fall back to Earth, what near-term prospects could look like.



Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis



Audio only is available on
Apple Podcasts https://podcasts.apple.com/us/podcast/ai-falling-back-to-earth-what-fixed-income-may-be-saying/id1802984526?i=1000774268859
Spotify https://open.spotify.com/episode/3OsijUdotKGy5kAplKAnvq?si=VNfwZJ_eT0WKSwaaXPhTOw





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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.

The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

07/15/2026

Clients of Sonoma Auto Spa and Green Casa Cleaning note the attention to detail and tenacity of their founders, Ivan Jimenez and Alison Pulido. But where did they learn those traits? Host Dano Weir dives deep on both businesses in this inspiring entrepreneurial episode of our podcast It's All Money.

Full episode available here: https://youtu.be/zJUYiFR8Yig?si=Y61BrbYdwhLgcK1J
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.

The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

07/10/2026

Despite ongoing conflict in the Middle East, the market's narratives and volume this week definitely had a "summer break" feeling. Daren and Chris take a deep dive on how human behavior remains a constant in investing, despite the changing names and faces of the players on the board. Let's find out On The Markets...

This week, Managing Principals Daren Blonski CFP® and Chris Sipes CFP® breakdown:
• The shocking shift in geographic wealth in America over the decades. Would you believe in 1949 the most affluent city in the USA was...Detroit?
• The important World War II milestone the US debt just crossed today, and how it could be fixed.
• The positive signs Daren is still seeing in the S&P despite uncertainty in Iran. Plus key indicators that give him pause from Bitcoin and Gold.

Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis

_______________________________________
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

We're calling it Inflation "Burn Rate": how fast prices are climbing in different parts of your budget.Gasoline is burni...
07/10/2026

We're calling it Inflation "Burn Rate": how fast prices are climbing in different parts of your budget.

Gasoline is burning the hottest, up over 40% from a year ago and the single biggest driver of the current inflation number.

Apparel, food away from home, and shelter are also running warmer than the overall trend.

Car insurance and new vehicle prices actually cooled last month. While one month isn't a confirmed trend, it's worth watching.

Curious how this connects to your financial plan? We’re always happy to talk. Contact your advisor or visit our website at www.sonomawealth.com for a complimentary Wealth Analysis.

Data: BLS CPI, May 2026.

07/09/2026

Detailing sedans to supercars and now...racecars. Ivan Jimenez from Sonoma Auto Spa breaks down what it's like to be the go-to protection partner for Radical Northwest at Sonoma Raceway, and why he won't be a stunt driver in any racecar movies anytime soon 😂

See Sonoma Auto Spa and Green Casa Cleaning's full interview on our podcast It's All Money, here:
https://youtu.be/zJUYiFR8Yig?si=fjwfg8-hjcB2iLfg

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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.

The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

07/06/2026

If a new client is going to let you take a motorized tool to their 6 figure ride...you're going to need to prove trust pretty quickly. Ivan Jimenez of Sonoma Auto Spa took it one car at a time, and found himself moving from sedans to SUVs to supercars in under 5 years.

Find out how trust was a key component in his entrepreneurial journey on the latest episode of our podcast It's All Money: https://youtu.be/zJUYiFR8Yig?si=hOu2lMebW8_8E4Fa

_______________________________________
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.

The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

🇺🇸 Happy Fourth of July! 🇺🇸Wishing you a safe, joyful, and memorable Independence Day filled with family, friends, and c...
07/04/2026

🇺🇸 Happy Fourth of July! 🇺🇸

Wishing you a safe, joyful, and memorable Independence Day filled with family, friends, and celebration.

06/29/2026

The narrative was clear- President Trump wanted the Fed President gone so a new appointee could cut rates. And yet, as new Chairman Kevin Warsh settles in to office, signs are pointing to an *increase*. How does that affect the stock and housing markets? What could the next year look like?

Host Dano Weir, advisor Clay Dunkle CFP® and Linda Zaiss from Rate in Napa take a deep dive on interest rates and real estate right here, on the latest episode of our podcast It's All Money: https://youtu.be/mAJJ_qDi4Fc

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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.

The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Address

539 Broadway, Suite A
Sonoma, CA
95476

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 3:30pm

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