Regional Advisors for Sonoma County, California
A Fidelity advisor can work with you to help you build a plan for your full financial picture.
Sonoma County Regional Advisors
Any of our regional advisors can help you identify and pursue financial goals, create a retirement income strategy, build a personalized investment plan, implement tax-smart investing techniques, and develop a plan for your legacy. We're available to work with you in person, by phone, or over video. To learn more about a specific advisor's background, select one of the names below.