Chown Barbara MBA, CFP ️
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 4141, 141 Stony Cir #245, Santa Rosa, CA 95401
- Phone
- (707) 523-3500
- Website
- Searching the web…
- County
- Sonoma County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Chown Barbara MBA, CFP brings personal financial planning and consulting to Santa Rosa and the surrounding communities of Sonoma County. We help individuals and families make sense of their finances, from building a clear plan for the years ahead to making thoughtful decisions along the way.
Our work is grounded in the credentials and training behind our practice, including an MBA and the CFP certification. We take the time to understand each client's goals, priorities and circumstances before recommending any next steps.
Whether you are just starting to plan or looking for a second opinion on an existing strategy, we are here to offer clear, practical guidance.
If you would like to learn more about how we can help, please give us a call or stop by our office.
Our work is grounded in the credentials and training behind our practice, including an MBA and the CFP certification. We take the time to understand each client's goals, priorities and circumstances before recommending any next steps.
Whether you are just starting to plan or looking for a second opinion on an existing strategy, we are here to offer clear, practical guidance.
If you would like to learn more about how we can help, please give us a call or stop by our office.