Happy & Secure in Sonoma County focuses on financial challenges and solutions for people living in Sonoma County

April 20th, 2015 → 9:28 pm @ // No Comments

Happy & Secure in Sonoma County

Happy & Secure in Sonoma County: I’ve had the good fortune of living and working in Sonoma County for most of my life. As a nationally recognized wealth manager and author, I’ve been providing financial advice and managing the investments of clients for over 30 years. I’ve learned a lot—I know it is within your power to increase your happiness and security. It’s not as hard as you think. And you don’t have to have the Midas touch like Henry Trione or Warren Buffett.

If you knew the secret to being happy and secure, would you share it with your loved ones? Along with the contributing co-authors of my new book, Happy & Secure in Sonoma County, I have done just that by sharing the stories of people just like you.

I asked clients to step forward and allow me to share their stories, including the good, the bad and the ugly. Many clients offered to help. Each of the first seven chapters starts out with a client story, followed by my analysis of their financial situation and concludes with practical instruction you can use in avoiding similar financial struggles. The stories include obstacles, strife, challenges, and heartache but the underlying message is that there is a solution.

I also …Read More


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