Daren Blonski (CRD# 5974079) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 12 years of experience in the finance industry. Daren Blonski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fermata Advisory, LLC | Sonoma, CA | Aug 2019 - Current | 4 |
| Enso Wealth Management, LLC | Petaluma, CA | Feb 2017 - Current | 7 |
| Enso Wealth Management | Petaluma, CA | Aug 2016 - Feb 2017 | < 1 |
| Edward Jones | St Louis, MO | Sep 2011 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- CA
- TX
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Total Assets Under Management974MILLIONS
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Total Number of Accounts3,843ACCOUNTS
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Average Account Value$253,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, HI, ID, LA, MD, MT, NE, OH, OR, PA, TX, UT, WA
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