In this episode of the Sonoma Wealth Advisors SmartVestor Pro Podcast, host Dano Weir talks with Daren Blonski, the managing principal at Sonoma Wealth Advisors. They discuss the different types of financial advisors and the importance of finding a fiduciary advisor who has your best interests in mind. They also talk about the value of certified financial planners and the transformative relationships that can be formed between clients and advisors. Blonski shares personal stories about his journey in the financial industry and how his experiences have shaped his approach to advising clients. He emphasizes the importance of understanding clients' goals and helping them create moments in their lives that create richness and happiness. The podcast is sponsored by Sonoma Wealth Advisors, a registered investment advisor that focuses on providing transformative relationships with clients. They have a team of experienced advisors, including certified financial planners, who are committed to helping clients achieve their financial goals.

Chapters:

• Introduction
• Types of Financial Advisors
• Importance of Fiduciary Advisors
• Value of Certified Financial Planners
• Transformative Relationships
• Personal Stories
• Creating Moments
• Sponsorship and Conclusion

Show Notes:

• Sonoma Wealth Advisors: https://www.sonomawealth.com/
• Dave Ramsey: https://www.daveramsey.com/
• FINRA: https://www.finra.org/
• Certified Financial Planner: https://www.cfp.net/
• Smart VE Pro: https://www.smartvestorpro.com/
• Mary's Pizza: https://www.maryspizza.com/