Daren Blonski, CFP® is the co-founder and Managing Principal of Fermata Advisors/ Sonoma Wealth Advisors. He is a learner, educator, and entrepreneur. With a Master of Arts in Psychology from Sonoma State University, he is deeply connected to helping clients take their lives to the next level. His clients see him as a coach, operating in the realm of financial planning.
Under intense pressure from their corporate masters to sell products that customers may not need, many financial advisors desperately want to slip off the golden handcuffs and become independent agents. If you’re even contemplating making a move, Broken Dealer is a must-read. It will save you a lot of trouble……
What is Your Authority Score?