Santa Rosa

884 Third Street

Suite A
Santa Rosa, CA 95404

Rohnert Park Office

6020 Commerce Boulevard

# 127
Rohnert Park, CA 94928

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Ken Weise

Owner/LPL Registered Representative

(707) 584-6690

(707) 584-6693

ken@socowealthadvisors.com

A native of Sonoma County, Ken has been a financial advisor since 2001. In order to better serve his clients, he earned the AAMS® (Accredited Asset Management Specialist) designation from the College of Financial Planning. Ken truly...

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Jason Johnson

Portfolio Manager/Wealth Advisor

(707) 284-2975

(707) 284-2977

jason@socowealthadvisors.com

Jason Johnson, CFA, is both a Financial Advisor and Portfolio Manager. Jason holds the Chartered Financial Analyst designation which is widely regarded as one of the top designations in the financial world. He also has a degree in...

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Linda A. Goff

Director of Operations/Life PlannerĀ®

(707) 284-2975

(707) 284-2977

linda@socowealthadvisors.com

Linda began her career in the financial services industry in 1998. As the Director of Client Services in our Santa Rosa location Linda interacts with clients daily and assists with their inquiries on their accounts. Linda follows the...

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Sheila Donlan

Director of Client Services, Rohnert Park

(707) 584-6690

(707) 584-6693

sheila@socowealthadvisors.com

With over 10 years of experience in the financial services industry, Sheila brings a high standard of customer care to her role as Director of Client Services in our Rohnert Park office. She is dedicated to providing complete, accurate... 

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Shannon Gregori

Director of Client Services, Santa Rosa

(707) 284-2975

(707) 284-2977

shannon@socowealthadvisors.com

Shannon Gregori, our Client Services Assistant, has over 15 years of experience working in the accounting and banking services industry and is a valuable member of the Santa Rosa team. Shannon's excellent organizational and client... 

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Thomas F "Tif" Joyce

Financial Consultant

Tif has been in the financial services industry for over 27 years. His comprehensive approach to planning and investing ensures that each client’s unique needs will be carefully heard and addressed. He has long been a fierce...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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