San Francisco North Bay Financial Advisory Firm

JW Financial Advisors is physically located in the Larkfield-Wikiup area of Santa Rosa, in the center of Sonoma County, but financial advisor John Kamola serves clients throughout the North San Francisco Bay Area.

This Independent Registered Investment Advisory firm helps North San Francisco Bay Area families and small business owners identify their goals, translate life goals into financial goals, create a financial plan to meet their goals, and help them stay on track until their goals are accomplished.

The North Bay Area is a subregion of the larger San Francisco Bay Area consisting of four counties: Sonoma, Marin, Napa, and Solano. Over 1.2 million people reside here.

Sonoma County

John chose his hilltop location in Sonoma County as his home base for its proximity to San Francisco along with its beautiful rural feel. Sonoma County stretches from miles of Pacific coastline to Sugar Loaf Ridge, bordering Napa County on the east, between Mendocino County to the north and Marin County to the south.

Sonoma County is most known for its rolling hills of wine country and eclectic tourist destinations, such as these 10 unique places to stay in Sonoma County. It’s a traveler’s dream, with more than 425 wineries and towering redwood forests.

Marin County

JW Financial Planners has happy clients throughout the North San Francisco Bay Area, including Marin County — one of the wealthiest counties in the country, immediately north of San Francisco. It’s known for its ruggedly beautiful coastal range, with many state parks, open spaces, and marine-protected areas that help conserve ocean wildlife and marine ecosystems.

Choose a North Bay Financial Advisor

By choosing a local independent and certified planner, you can start a relationship with an advisor whose only obligation is working to build your financial security. We welcome the opportunity to help get you started in the right direction, or to help you revise a financial plan that needs updating. We love seeing our clients succeed!