Willow Creek Welcomes Marketing Coordinator to the Operations Team

Willow Creek Wealth Management welcomes Elizabeth Taylor to the firm, in the role of Marketing Coordinator. She has worked as a communications professional for more than 15 years, and she will focus on streamlining and strengthening the firm’s marketing efforts. She has a bachelor’s degree in political science from the University of California, Davis, and […]

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New Rules: How the SECURE and CARES Acts Change Your Retirement

The devastation caused by COVID-19 has overshadowed two important pieces of legislation that can affect your retirement. Here is a “cheat sheet” so that you can understand the key points that may relate to your situation. As is often the case with congressional law, the details can be complicated, so you should consult a professional […]

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Rawson Earns CFP Designation!

Rawson Gulick, Wealth Advisor at Willow Creek Wealth Management, recently received her Certified Financial Planner (CFP®) designation. Rawson has over 20 years of experience in the financial services industry and she brings a wide range of expertise to the team at Willow Creek. To learn more about Rawson, visit her bio page: https://willowcreekwealth.com/team/rawson-gulick/ […]

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North Bay Business: Interview with Bruce

Are you worried about today’s financial climate? Wealth Advisor, Bruce Dzieza, said in a recent North Bay Business Journal interview that the key is developing “a plan that you can live with” before “life throws you a curveball.” He also gives tips on finding the right investment strategy, a level of risk you are comfortable […]

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Congratulations Jake and Heather!

Jake Weber, Associate Advisor at Willow Creek Wealth Management, Sebastopol, recently received his Certified Financial Planner (CFP®) designation and Heather Belli, CFP® was recently awarded her Chartered Advisor in Philanthropy (CAP®) certification. […]

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Willow Creek Wealth Management supports Santa Rosa Symphony’s crucial “It’s Elementary” program

(Santa Rosa, Calif.) — Santa Rosa Symphony has received generous support from Willow Creek Wealth Management for the Symphony’s “It’s Elementary” program, which provides vital access to free music education to Sonoma County elementary schools, some of which have been federally-designated as underserved. In addition, the Sebastopol-based financial planning and investment firm and long-time supporter […]

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Timothy Admire named partner at Willow Creek Wealth Management

Timothy Admire, Operations Manager at Willow Creek Wealth Management, has become a partner in the firm. Admire joined Willow Creek in 2014 and has 12 years of experience in investment and portfolio management, trading, trust management, regulatory compliance, and technology/systems operations. Admire has a bachelor’s degree in economics with a minor in managerial economics from […]

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Willow Creek Named to 2018 Financial Times 300 Top Registered Investment Advisers Nationally

Willow Creek Wealth Management, Sebastopol, has been named one of the Top 300 Registered Investment Advisory firms in the United States for a fourth year in a row, by the Financial Times, a leading international financial news publication for over 100 years. “We are honored to have been named for the fourth year in a […]

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Fire Damage Property Tax Relief for 2017-18

Santa Rosa, CA – October 12, 2017 at 11:20 PM – The County of Sonoma announced today that William Rousseau, Clerk-Recorder-Assessor, and Erick Roeser, Auditor-Controller-Treasurer-Tax Collector, are working together on identifying and adjusting property values and tax bills on properties damaged by the recent fires in Sonoma County. Mr. Rousseau said, “Once the fires are […]

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Willow Creek Named to 2017 Financial Times 300 Top Registered Investment Advisers Nationally

Willow Creek Wealth Management, Sebastopol, has been named one of the Top 300 Registered Investment Advisory firms in the United States for a fourth year in a row, by the Financial Times, a leading international financial news publication for over 100 years. “We are honored to have been named for the fourth year in a […]

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