Skip to main content
Complimentary 1/2 Hour Consultation
  • Home
  • About Us
    • About Ute Scott-Smith, ChFC, CDFA
    • Our Location
    • About Our Firm
    • What is a ChFC?
    • Investment Management
    • Financial Planning
    • Getting Started
    • Our Clients
    • Get Informed
    • Socially Responsible Investing
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Contact Us

Complimentary 1/2 Hour Consultation

  • LinkedIn

Securities and investment advisory services offered through Western International Securities, Inc., Member FINRA/ SIPC.

Sonoma Financial Planner and Western International Securities, are separate and unaffiliated entities.

CA License #0E14227; Office of Supervisory Jurisdiction: 339 Keokuk Street, Petaluma, CA 94952 - Phone (707) 658-1770

 

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck