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Financial Planners in Sonoma, California

There are 1 recommended Financial Planners in Sonoma, CA. Read reviews from people you know to find the best Financial Planner.

Review by Tim Arensmeier

I've known Carol for at least 8 years now, and as treasurer of a non-profit with which I work, I was intrigued at her ability to see past the esoteric system employed by that outfit, make sense of it, and finally help the rest of us to understand it. She has that consistently irritating habit of bean counters, to be right, and graciously helps others to see the need for that propriety.See MoreRead Less