As a Certified Financial Planner™, in Santa Rosa, it has been my privilege to help people understand and manage their investments for the past 24 years. I have conducted financial planning workshops for Sonoma National Bank, AT&T, Hospice of Petaluma and various employers. I am the creator of two workshops for people over 40, "The Retirement Checklist and "Women Talk Money"

I have lived and worked in Sonoma County since 1973 and am deeply connected to our community. As a woman financial advisor with clients from all walks of life, I am known for my practical suggestions and personal touch.

I am a Registered Principal with Financial Telesis, and independent broker/dealer so I am not obligated to recommend any particular investment. As a local financial planner and independent advisor, my practice is built on these principals:

• to understand your situation
• to educate you about what I am recommending
• to respect your point of view
• to solve a problem rather than sell an investment
• to keep in touch and up-to-date as your needs change

Please call 568-401K for more information or to schedule a complimentary consultation.

Sandy Nelson, Administrative Assistant, Public Notary