What do you know about my business?

Sonoma Allocations LLC is a financial services firm specializing in customized investment strategies, wealth management, and financial planning. Based in Sonoma County, California, the firm is committed to helping individuals, families, and institutions align their financial goals with personalized, data-driven solutions. Sonoma Allocations LLC emphasizes transparency, fiduciary responsibility, and a client-first approach, offering services that range from risk assessment and retirement planning to portfolio construction and community-focused financial education. Their team leverages deep industry expertise and local insight to deliver strategies designed to preserve and grow wealth for the long term.

Mo 09:00-17:00; Tu 09:00-17:00; We 09:00-17:00; Th 09:00-17:00; Fr 09:00-17:00

what is your business address?

50 Old Courthouse Square Suite 300, Santa Rosa, CA 95404, US

Our Promise

Your life will continue to grow and change, and your financial needs will grow and change with it. Our promise is to be present through it all, offering thoughtful guidance, clear perspective, and a relationship grounded in trust.

Our Philosophy

Our Services

Financial Planning

Your life and goals are unique— we build a financial framework that brings them into focus and help you move forward with clarity.

Investment Management

Built on Modern Portfolio Theory, our approach focuses on smart diversification and long-term growth— all aligned with your goals.

Income Strategies

We help turn your assets into a sustainable income stream— built to support your lifestyle through every stage of life.

Tax Guidance

We offer proactive strategies to help reduce your tax burden and coordinate with your CPA— so your wealth works more efficiently.

Education Planning

We help you prepare for future education costs with thoughtful savings strategies— so the people you care about have more options and fewer burdens.

Legacy Planning

We help you define what lasting impact means to you and ensure your financial plans support that vision— partnering with your estate attorney to carry out the legal details with care and clarity.

Risk Management & Insurance Planning

We work with you to find the right protection— so unexpected events don’t derail the life you’ve worked hard to build.

Retirement Planning

Retirement should feel like freedom, not uncertainty— we help you build a plan that supports your vision for the years ahead.

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Our Process

At Sonoma Allocations, we believe financial guidance should feel personal, steady, and rooted in trust. Our process is built to create clarity from complexity, starting with a conversation, and evolving into a long-term partnership that supports your life, your goals, and your legacy.

1. Introductory Call

2. Discovery

3. Review & Analysis

4. Plan Development

5. Collaborative Review

6. Implementation

7. Ongoing Partnership & Monitoring

8. A Relationship That Grows With You

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Meet Our Team

Leading the firm are Co-Founders Ben Sedillo, AAMS®, AIF®, and Todd Gomes, CFP®, AIF®, who together offer nearly 40 years of advisory experience. Ben serves as Chief Executive Officer, guiding the firm’s strategic direction while Todd serves as Chief Compliance Officer, helping to ensure that everything we do as a firm is grounded in discipline, candor, and integrity.

Meet Our Team