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Chris Sipes

Chris Sipes

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 In this episode of the Sonoma Wealth Advisor's SmartVest podcast, Dano Weir interviews Chris Sipes, a principal at Sonoma Wealth Advisors. They discuss the importance of working with a fiduciary advisor and building trust with clients. Chris shares his personal approach to financial advising and why he enjoys helping clients achieve their financial goals. They also discuss the benefits of Dave Ramsey's Baby Steps program and the importance of getting intentional about your finances. Chapters
  • Introduction
  • The importance of working with a fiduciary advisor
  • Building trust with clients
  • Chris's personal approach to financial advising
  • The benefits of Dave Ramsey's Baby Steps program
  • Getting intentional about your finances
  • Why you should work with Sonoma Wealth Advisors
  • Meet the Sonoma Wealth Advisors team
  • The importance of the human touch in financial advising
  • Conclusion
Show Notes
  • Sonoma Wealth Advisors: sonomawealth.com
  • Dave Ramsey: daveramsey.com
  • Baby Steps program: daveramsey.com/baby-steps
  • Chris Sipes on LinkedIn: linkedin.com/in/chris-sipes-640b1a39/

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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. 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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