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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...
Overview
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
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