Confidence for what's next.
Bring clarity to your complex financial life.
You’ve worked hard to build your financial success. Now you deserve a financial strategy that gives you clarity. I provide fee-only, fiduciary guidance for families and professionals in the San Francisco Bay Area who want to align their resources with a clear, actionable roadmap for the life they desire.
A partnership built for your peace of mind.
Navigate Life's Big Transitions with Ease
Major milestones like an inheritance, an IPO, or a new job bring a lot of big decisions. I help you get the answers you need and build a clear strategy so you don't have to guess about your financial future.
Get A Clear Roadmap for Your Future
You shouldn't have to wonder if you're on track. We'll build a plan tailored to your specific goals so you always know exactly where you stand.
Simplify the Complex
Finance doesn't have to be overwhelming. You gain the peace of mind that comes from understanding your taxes, investments, and assets in plain English.
Hello.
I'm Jenny Ramaswamy, CFP® and owner of
Sonoma Mountain Financial.
Behind Sonoma Mountain Financial is a background shaped by the fast-paced environments of Google and Lyft. Having lived through IPOs and acquisitions myself, I understand the unique financial complexities you face. As a Fee-Only Fiduciary, my only incentive is your success.
Let’s Work Together
Get in touch so we can start working together.