top of page

Your path to financial freedom.

AdobeStock_500361920.png
topographic-map.png

Why Sonoma Mountain Financial

Wealth Building with a Purpose

Meaningful financial planning starts with your goals. My detailed approach to building your financial plan aims to bring you and your family financial independence and confidence.

Relationship Driven

My intention is to forge a partnership in which we work together to support your financial journey. I am part coach, educator, and creative problem solver.

Fee-only Fiduciary

In my advisory relationships, I act as an independent fiduciary. This means my recommendations will always be in your best interest. Any compensation I receive is based on fees paid by you as agreed on in advance. 

Contact

Let’s Work Together

Get in touch so we can start working together.

Thanks for submitting!

DISCLOSURE: None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Sonoma Mountain Financial be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site. In no event shall Sonoma Mountain Financial have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

LPL Financial Form CRS

To check the background of the investment professionals of this site, please use FINRA's. BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Jenny Ramaswamy is a registered representative with, and securities offered through LPL Financial, Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA and IL

James Michael Bresnahan is registered with the California Department of Insurance.

CA Insurance Lic. #0B68308 

His domicile and principal place of business is Spokane, Wa. 

© 2023 by Sonoma Mountain Financial. Designed by Elegant Geek Marketing & Design.

bottom of page