Sonoma Wealth Advisors

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

We're proud to be a VIP Sponsor of the 4th of July Fireworks Show at Sonoma Plaza! Wishing our Sonoma community a wonder...
06/24/2026

We're proud to be a VIP Sponsor of the 4th of July Fireworks Show at Sonoma Plaza!
Wishing our Sonoma community a wonderful Independence Day. See you there. 🎆

Kevin Warsh is the new Fed chair, and real estate buyers (and sellers) want to know what that means for mortgage rates. ...
06/23/2026

Kevin Warsh is the new Fed chair, and real estate buyers (and sellers) want to know what that means for mortgage rates. In his first Fed Meeting this week, rates held, with 9 governors indicating a potential increase this year. Sonoma Wealth Marketing Director Dan Weir and Advisor Clay Dunkle sit down with Linda Zaiss, VP of Mortgage Lending at Rate in Napa with 26 years at the closing table for a deep dive on interest rate scenarios:

• How the bond market, not just the Fed, drives what you pay on your home loan.
• The tricky pickle that the Fed currently finds itself in between rates and inflation.
• The counterintuitive reason high interest rates can actually help buyers.

See the full episode here: https://youtu.be/mAJJ_qDi4Fc

Whether you're buying, refinancing, or just watching the numbers, you'll get our take on rates in the latest episode of It's All Money.

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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.

06/22/2026

Trump Accounts for minors could be a powerful tool. But state taxes and basis could come back to haunt an investor if not tracked properly. On the latest episode of our podcast It's All Money, hosts Daren Blonski CFP® and Dano Weir dive deep on Trump Accounts for minors, including 3 mistakes high-net-worth families could run into without proper planning.

Get the full breakdown in our episode on Trump Accounts here: https://youtu.be/5QFZ47FGNDQ

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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.

06/20/2026

It seems impossible and yet, there are some upsides for buyers in a high interest rate environment. Linda Zaiss VP of Mortgage Lending at Rate in Napa breaks down the surprising power that a higher rate environment can give buyers and an outlook on rates for the rest of the year in the latest episode of It's All Money.

See the full episode here: https://youtu.be/mAJJ_qDi4Fc?si=jgWuJQSv3H0qLnz6

_______________________________________
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.

06/19/2026

The Federal Reserve just held interest rates steady — but for the first time in years, the bigger story isn't the number, it's the man behind the decision. Kevin Warsh walked into his first FOMC meeting, cut the Fed's statement by more than half, skipped his own dot plot, and left Wall Street with more questions than answers. What a quieter Fed means for your money and your portfolio — let's find out on the markets.



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

• The index you might not know that’s quietly outperforming the biggest 7 stocks in the world.

• The markets still have human beings plugged in- a historical look at why the summer season legitimately affects performance

• Who thought you could have a more out of touch product launch than the Metaverse? Snapchat said “I’ll take those odds” this week, and their share price paid the price.





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



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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.

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Sonoma, CA
95476

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