Rick Mordesovich, CIMA, CWS

CEO + Founder

Sonoma Private Weatlh


*MBA, University of Chicago. * CIMA, Wharton. * 30-years experience. * Fiduciary.

I help people sleep at night. Problem solver, wealth advisor, building solutions that grow wealth and support the United Nations’ Sustainable Development Goals (SDGs) to help end poverty, ensure prosperity and protect the planet. When you do something meaningful, you do more than just change the world. You increase your own happiness. We are living in transformative times and more than ever we have a responsibility to understand where and who we invest in.

Financial planning is more than just numbers and the bottom line. It’s about goals, dreams, and purposeful planning. We’ll help you design a program that connects your wealth with what matters to you, the causes you believe in and the communities you support.

Many people today want their portfolio to reflect their ethics. We believe that we can, as smart managers, achieve both your social goals and competitive returns if that is important to you. While socially conscientious investing is not for everyone, we have built strategies and portfolios that allow you to invest in environmental, social and governance “ESG” products to align social conviction with investing.

Rick has establish the company as a provider of premier wealth management solutions. He specializes in building highly customized plans that guide clients through the changes in life that need a supporting financial roadmap. These challenges can often overlap multiple generations, include wealth transfer and tax planning, as well as philanthropic strategies and retirement. He has devoted a lot of his personal time to supporting environmental causes, like Friends of the Urban Forest San Francisco, as well as human rights and equality through The San Francisco AIDS Foundation, serving as Co-Chair for Tribute, the annual gala recognizing individuals who excel in the fight to end HIV/AIDS.

Sonoma Private Wealth LLC is registered with The U.S. Securities & Exchange Commission (SEC).

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