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Daren E Blonski

Fermata Advisors

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About Daren E Blonski

Daren Blonski is a financial advisor at Fermata Advisors, an investment advisory firm based in Sonoma, California. Daren has been in the financial services industry since 2011, and is a Certified Financial Planner. Daren has experience working with individuals, families, businesses, and retirement plans. Daren holds the Series 66, Series 7, and SIE licenses, and has been registered with the state of California since 2019. Daren is committed to helping clients achieve their financial goals.

Firm Information

Daren Blonski is currently registered with Fermata Advisors. Fermata Advisors is a registered investment advisor located in Sonoma, California. The firm has 9 licensed agents and 12 investment adviser representatives who manage a total of $973,846,526 in assets under management. They offer financial planning, portfolio management for individuals, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and pension plans.
Fermata Advisors

539 BROADWAY

SONOMA, CA 95476

$973.85M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daren Blonski’s Registration & Firm History

CA

10/18/2020 - Present

Fermata Advisors (SONOMA CA)

CA

10/21/2011 - 08/30/2016

EDWARD JONES (SONOMA CA)

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Licenses & Designations

BOTH

Issued 11/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daren E Blonski.
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