# BONUS Episode - Behind the Firm: Jackie Egidio on Running Sonoma Wealth Advisors

Page: https://stenobird.com/podcast/it-s-all-money-6950266/bonus-episode-behind-the-firm-jackie-egidio-on-running-sonoma-wealth-advisors
Text version: https://stenobird.com/podcast/it-s-all-money-6950266/bonus-episode-behind-the-firm-jackie-egidio-on-running-sonoma-wealth-advisors.md
Podcast: [It's All Money](https://stenobird.com/podcast/it-s-all-money-6950266)
Published: 2026-05-20T17:39:24+00:00
Episode link: https://www.spreaker.com/episode/bonus-episode-behind-the-firm-jackie-egidio-on-running-sonoma-wealth-advisors--72086808
Audio file: https://api.spreaker.com/download/episode/72086808/bonus_sonoma_wealth_coo.mp3
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JSON: https://stenobird.com/v1/public/podcasts/it-s-all-money-6950266/episodes/bonus-episode-behind-the-firm-jackie-egidio-on-running-sonoma-wealth-advisors
Duration seconds: 2034

## Resource

Our Sonoma Wealth Chief Operating Officer Jackie Egidio recently joined the Beyond the Vines podcast with Amy Ahlers, and we're sharing the audio here as a bonus for It's All Money listeners! What's it really like running a financial firm with 12 advisors, thousands of clients and $1 billion Assets Under Management? Listen and find out: The financial planning conversations every business owner and professional should be having. Why it's ok to feel overwhelmed if you've never worked with an advisor before. The importance of working with a fiduciary. How our team delivers comprehensive wealth management behind the scenes. The full video episode is available on the Beyond The Vines YouTube Page . Find more Beyond The Vines audio here: Apple Podcasts Spotify Learn more about Amy Ahlers at LivXplore Real Estate in Petaluma here on amyahlersrealestate.com ______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Informatio…

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## Transcript

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