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Financial Advisors/Planners

These Financial Advisors/Planners have partnered with the Sonoma Valley Fund to provide members of the community with the advice on setting up their charitable giving plans.  Each of these professionals have agreed to provide a one-hour free consultation for anyone who mentions the Sonoma Valley Fund when setting up their initial appointment

Alice King, CFP, RIA, JD
Wine Country Wealth Management, LLC
809 Broadway
Sonoma , CA , 95476
Office: 707-933-1549
email: alice@winecountrywealthmanagement.com
website: www.winecountrywealthmanagement.com

Lillian Meyers, CFP, EA
670 West Napa St., Ste B
Sonoma, CA 95476
707-935-1124
email: lillian@meyersfinancial.com

Byron W. Hancock, CFP, AIF
143 E Napa Street
Sonoma, CA 95476
707-996-8100
email: byron@hancock-partners.com
website: www.hancock-partners.com

Note: Neither the Sonoma Valley Fund nor the Community Foundation Sonoma County guarantee the qualifications or competency of any person listed on this website as Professional Service Providers and are not responsible for any errors or omissions of any person listed. Although the Sonoma Valley Fund and Community Foundation have compiled this directory, they have done so based on information supplied by the persons listed. This directory is not a complete listing of all persons with the requisite qualifications or competency, and the omission of others from this directory does not imply a negative assessment or any evaluation or recommendation whatsoever. The Sonoma Valley Fund and the Community Foundation strongly recommend that users of this directory conduct their own review of the persons listed herein before retaining them to perform any professional services.

Additional Professional Service Providers of the Community Foundation Sonoma County in Sonoma, Napa and Marin Counties can be obtained by calling the Foundation at 707 579-4073 or by visiting the directory: Community Foundation Sonoma County Professional Advisor Directory

Partners in Giving

Alice King is a former attorney with over 14 years' experience advising high-net-worth business owners and executives on their business and financial affairs.

After retiring from a successful legal career, Alice was inspired to become a Registered Investment Adviser and CERTIFIED FINANCIAL PLANNER™ by an unlikely source, Hurricane Katrina. When her elderly mother had to be evacuated from New Orleans due to flood damage to her residence, Alice become the trustee of her financial matters. Alice realized that objective, comprehensive personal financial advice was essential and life changing. She embarked on the course of study needed to pass the two-day Certified Financial Planner Examination and went on to launch her own financial advisory firm in Sonoma, CA.