These Financial Advisors/Planners have partnered with the Sonoma Valley Fund to provide members of the community with the advice on setting up their charitable giving plans. Each of these professionals have agreed to provide a one-hour free consultation for anyone who mentions the Sonoma Valley Fund when setting up their initial appointment. Sonoma Valley Fund’s Complete Professional Advisor Directory 2016
Complex Manager, Wells Fargo Advisors, LLC
50 Old Courthouse Square, Suite 110
Santa Rosa, CA 95404
Alice King, CFP, RIA, JD
Wine Country Wealth Management, LLC
755 Baywood Drive, 2nd Floor
Petaluma, CA 94954
Lillian Meyers, CFP, EA
670 West Napa St., Ste B
Sonoma, CA 95476
Note: Neither the Sonoma Valley Fund nor the Community Foundation Sonoma County guarantee the qualifications or competency of any person listed on this website as Professional Service Providers and are not responsible for any errors or omissions of any person listed. Although the Sonoma Valley Fund and Community Foundation have compiled this directory, they have done so based on information supplied by the persons listed. This directory is not a complete listing of all persons with the requisite qualifications or competency, and the omission of others from this directory does not imply a negative assessment or any evaluation or recommendation whatsoever. The Sonoma Valley Fund and the Community Foundation strongly recommend that users of this directory conduct their own review of the persons listed herein before retaining them to perform any professional services.
Additional Professional Service Providers of the Community Foundation Sonoma County in Sonoma, Napa and Marin Counties can be obtained by calling the Foundation at 707 579-4073 or by visiting the directory: Community Foundation Sonoma County Professional Advisor Directory.