About this episode

Jackie Egidio discusses the intricacies of running Sonoma Wealth Advisors and the importance of financial planning for business owners.

Our Sonoma Wealth Chief Operating Officer Jackie Egidio recently joined the Beyond the Vines podcast with Amy Ahlers, and we're sharing the audio here as a bonus for It's All Money listeners! What's it really like running a financial firm with 12 advisors, thousands of clients and $1 billion Assets Under Management? Listen and find out: The financial planning conversations every business owner and professional should be having. Why it's ok to feel overwhelmed if you've never worked with an advisor before. The importance of working with a fiduciary. How our team delivers comprehensive wealth management behind the scenes. The full video episode is available on the Beyond The Vines YouTube Page . Find more Beyond The Vines audio here: Apple Podcasts Spotify Learn more about Amy Ahlers at LivXplore Real Estate in Petaluma here on amyahlersrealestate.com ______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors…

People in this episode

Guest: Jackie Egidio

Topics covered

• financial planning
• wealth management
• fiduciary responsibility
• business advice
• client relationships

Keywords

• financial firm
• advisors
• assets under management
• fiduciary
• wealth management

Mentioned in this episode

Organizations: Sonoma Wealth Advisors, Fermata Advisors LLC, Beyond the Vines, LivXplore Real Estate

Places: Petaluma

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