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Sonoma Mountain Financial LLC
Sonoma Mountain Financial provides fee-only, fiduciary guidance for families and professionals in the San Francisco Bay Area. The firm is owned by Jenny...
Sonoma Mountain Financial LLC
Sonoma Mountain Financial provides fee-only, fiduciary guidance for families and professionals in the San Francisco Bay Area. The firm is owned by Jenny Ramaswamy, CFP, a Fee-Only Fiduciary and Certified Financial Planner. It charges a transparent flat fee rather than a percentage of assets under management, and helps clients navigate equity compensation, RSUs, IPOs, taxes, investments, and personal financial planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Petaluma
Corporate office
Sonoma, CA, United States
Principals
Jenny Ramaswamy
CFP and owner
Sector focus
Frequently asked questions
What is Sonoma Mountain Financial LLC?
Sonoma Mountain Financial LLC is a ria headquartered in Petaluma, United States.
Where is Sonoma Mountain Financial LLC headquartered?
Sonoma Mountain Financial LLC is headquartered in Petaluma, United States, in the North America region.
What does Altss track for Sonoma Mountain Financial LLC?
Altss maintains an OSINT-verified profile of Sonoma Mountain Financial LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Sonoma Mountain Financial LLC's website?
Sonoma Mountain Financial LLC's public website is sonomamountainfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Sonoma Mountain Financial LLC?
Sonoma Mountain Financial LLC is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Sonoma Mountain Financial LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Sonoma Mountain Financial LLC's Altss profile last updated?
Sonoma Mountain Financial LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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