Sonoma, CA Office

Daren Blonski is a financial advisor at Fermata Advisors in Sonoma, CA, holding CFP® and Series 66 credentials with 14 years of industry experience. He has worked at Fermata Advisory, LLC since 2019 and was previously with Enso Wealth Management from 2016 to 2020. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services using a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Francisco Alcantar is a financial advisor at Sonoma Wealth Advisors with a Series 65 credential. He has worked in the industry since 2021, including a 17-year tenure at Wells Fargo Bank N.A. Prior to joining Sonoma Wealth Advisors, he was associated with Fermata Advisors, LLC. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm delivers both discretionary and non-discretionary services using a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide investment decisions.

Clayton Dunkle is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with six years of industry experience. His work history includes roles at Sonoma Wealth Advisors and Enso Wealth Management, as well as experience outside the financial sector at Cline Family Cellar and Mule Head Growers. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocation.

Silvio Bettinelli is a financial advisor with Fermata Advisors in Sonoma, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Treasury Wine Estates and UC Davis, as well as service in the United States Marine Corps. Outside of his advisory work, he is a passive owner of Bettinelli Vineyards LLC, an agricultural land holding company in Napa, CA. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Mason Moore is a financial advisor at Fermata Advisors in Sonoma, CA, with seven years of industry experience. He holds a Series 65 credential and has previously worked at HUB International, Global Retirement Partners, LLC, Kornerstone Inc., and QRC, Inc. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm uses a coaching-centered client relationship model and a combination of behavioral, charting, cyclical, fundamental, and technical analysis to inform portfolio allocations.

Mariam Saboori Shamlow is a financial advisor at Fermata Advisors with a Series 65 credential and one year of industry experience. She has prior experience at Global Retirement Partners, HUB International, LPL Financial, Northern Trust, Wells Fargo Bank, and the Chicago School of Professional Psychology. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a mix of behavioral, charting, cyclical, fundamental, and technical analysis to guide investment allocations.

William Murray is a CFP® professional with 23 years of experience in financial advising. He is currently with Fermata Advisors in Sonoma, CA, and has held roles at Sonoma Wealth Advisors, Cetera Advisor Networks LLC, and HBW Advisory Services LLC. Outside of his advisory work, Murray is involved in tax preparation for individuals and small businesses and has experience in fixed insurance sales. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, including high-net-worth clients, as well as small businesses and plan fiduciaries. The firm offers both discretionary and non-discretionary services and integrates behavioral, technical, fundamental, and cyclical analysis in portfolio management.

Christopher Sipes is a financial advisor with Fermata Advisors in Sonoma, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Fermata Advisory since 2019 and previously held roles at Enso Wealth Management and Wells Fargo. Outside his advisory duties, Sipes is appointed as an insurance agent with multiple carriers. Fermata Advisors serves individuals, small businesses, and plan fiduciaries, offering investment management, financial planning, and retirement-plan consulting. The firm employs a coaching-centered client model and integrates various analytical approaches in portfolio management, also providing ERISA fiduciary services for employer plans.

Davis Rich is a financial advisor with Fermata Advisors in Sonoma, CA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Rich Financial and Asset Management Group. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to manage portfolios and retirement plans.

Rebecca Rich is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with two years of industry experience. She has worked at Fermata Advisors and its dba Rich Financial since 2023 and previously spent several years at Envestnet. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Shelby Wirick is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 license with three years of industry experience. Prior to joining Fermata Advisors, Shelby worked at Sonoma Wealth Advisors, LLC and spent five years at Cintas Corporation. Outside of advising, Shelby is a manager and member of Wirick Enterprises LLC. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and integrates various analytical approaches to portfolio management and fiduciary services.