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


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 asked several professional colleagues to step forward and contribute their wisdom on the topic of being happy and secure. Eight respected professionals were selected and asked to write a chapter for this book, each from his or her professional and personal life experience. These great chapters are from: Mortgage Loan Broker Rich Abazia, Home Care Consultant Lucy Andrews, Family Law Attorney Jeanne Browne, Business Law Attorney Bill Fritz, Estate Planning Attorney Eric Gullotta, Philanthropic Consultant Kay Marquet, Realtor Susan Pack and Health Insurance Consultant Teri Sackett.

Happy & Secure in Sonoma County is a collection of inspirational, true stories about ordinary people’s lives–here in Sonoma County. Their financial situation and the follow up advice provided give hope and inspiration. For many people, understanding investments, taxes, planning for retirement and making wise money decisions does not come naturally. It is like a complex puzzle and my book shows the reader how to piece this puzzle together.

Happy & Secure in Sonoma County is being released on April 23rd with a book launch celebration at the Fountaingrove Country Club. It will be a big “to-do” with all the co-authors, book reviewers, business and community leaders, the press, photographers, videographers, friends and family. Everyone can enjoy wine and cheese, and hear about the only book which pieces together the puzzle of financial security and happiness in this chosen spot of all the earth.

For more information about Happy & Secure in Sonoma County, or to order your copy of the book, visit the Happy & Secure in Sonoma County Website.