The Human

Side Of Wealth

Daren Blonski, CFP®, AIF®, CEPA®, CDAA

Author and wealth strategist Daren Blonski helps audiences understand how money shapes identity, leadership, and legacy; and how to move forward with clarity.

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Meet Daren

Daren Blonski is the co-founder and Managing Principal of Fermata Advisors and its family of brands, including Sonoma Wealth Advisors, Homer Stenger & Co. Tax, and Fermata 401k. A nationally recognized wealth strategist and speaker, Daren is known for his candid, values-based approach to financial planning and legacy leadership.

With more than twenty years of experience, Daren brings a rare combination of academic grounding and real-world practicality to the financial industry. He holds a Bachelor’s degree in Sociology from the University of California, Davis, and a Master’s degree in Psychology from Sonoma State University. His work blends behavioral finance, family dynamics, and disciplined investment strategy to help business owners, inheritors, and rising-generation leaders build both financial wealth and the mindset required to sustain it.

Outside of wealth management, Daren hosts the It’s All Money podcast, which has generated more than 19,000 YouTube views and continues to grow across major audio platforms. He is a frequent speaker at financial industry conferences and leadership events nationwide and has been featured in national publications including CNBC, Time , and USA Today

As an author, Daren has written both fiction and nonfiction. His leadership parable Clarity: A Leadership Succession Tale has been praised for making complex strategic concepts accessible and memorable. His book Broken Dealer, co- authored with Carmine Corino, became an Amazon bestseller in Financial Services and established him as a candid voice advocating for fiduciary financial advice. Currently, he is working on The Inheritor's Dilemma, examines how to navigate wealth you didn't create and transform it into a legacy that reflects your purpose, not just your portfolio.

Across all of his work, Daren bridges technical expertise with a deep understanding of human behavior, making him uniquely equipped to guide audiences through the emotional and financial complexities of inheritance, leadership, and legacy.

Daren Blonski

CFP® | AIF® | CEPA® | CDAA

The Inheritor’s Dilemma

Wealth isn’t just a number on a balance sheet. For those who inherit it, it often comes as a story they didn’t write, a complex mix of gratitude, pressure, responsibility, and possibility.

In this compelling keynote, Daren equips audiences to:

Reclaim their agency in the shadow of generational wealth
Break free from the pressure to repeat old paths or preserve legacies that no longer serve
Build a values-driven vision for their life, business, and leadership
Navigate complex family dynamics and the emotional landmines of inherited wealth
Make money meaningful by aligning it with purpose, identity, and impact

Ideal For:

Executive & leadership seminars

Family office & advisory firm events

Business owner forums

Rising-gen & inheritor programs

A Moment
That Redefined
Purpose

At the close of every talk, Daren leaves audiences with a message anchored in a number that forever changed his life: 118

1118 marks the moment Daren’s father, a firefighter and devoted father, passed away.

For Daren, the number represents more than a moment in time. It’s a brand, a philosophy, and a calling. It’s a reminder that:

You don’t have to walk someone else’s path.
You can define success on your own terms.
Your purpose is bigger than your portfolio.

1118 is about resilience, legacy, and the courage to believe in yourself, especially when the world tells you to be someone else.

In Daren’s work, 1118 has become a symbol of pause and
perspective; the understanding that one moment can alter how
we relate to money, family, and purpose.

This idea sits at the center of his speaking and writing, grounding every conversation in the reality that behind every financial decision is a human story.

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