Willow Creek Wealth Management, Inc.
Willow Creek Wealth Management, Inc.
What is your ideal life? What sustains your prosperity and joy? There’s nothing that brings me greater joy than helping others connect their wealth with their personal answers to each. - Rawson Gulick, CFP®, CAIA®
A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.
Willow Creek Wealth Management is a fee-only financial planning firm in Sonoma County, CA serving clients throughout the San Francisco Bay Area and across the country.
Willow Creek offers comprehensive financial planning encompassing investment management, retirement planning, tax planning, charitable giving, sustainable investing, and more.
For over 35 years our team has guided individuals and families through their financial journey. Today we serve over 800 clients, helping them to answer any question that begins with a dollar sign.
Rawson Gulick is a Wealth Advisor at Willow Creek Wealth Management.
After nearly 20 years in institutional financial services, I decided it was time to take my career in a fresh direction. I started my career in financial services and have held a range of institutional-level positions across management, trading, client service, and marketing. In 2019 I joined Willow Creek as wealth advisor to bring my insights from working with giant institutions toward helping individuals and families to better shape their financial well-being, their lives, and their world.
My approach to client care is grounded in my belief that financial freedom often inspires greater generosity, which is where true fulfillment is found. On the wealth management front, I love deconstructing financial complexities into elegant solutions, and empowering people to make more joyful decisions with their money and their life.
I have been an advocate for women in investing for my entire career. I host our Women’s Circles, which are gatherings where women come together to explore and share wisdom on topics relating to money and values. These rich conversations are designed to build community, connection, and understanding.
As a member of Willow Creek's Sustainable Investing Committee, I help clients to align their portfolios with their values. Being a part of the community and supporting the shared values of human well-being and environmental sustainability are part of what is fulfilling to me in my career. I am passionate about connecting with community members and sharing my expertise in sustainable investing, including my work on the Ceres Community Project Finance Committee.
ON A PERSONAL NOTE:
- I live on border between the Russian River Valley and Dry Creek Valley in Healdsburg.
- Gardening and hobby farming have become a passion for me and my husband Charlie. We love spending the weekends digging in the soil, tending to the garden and orchard and exploring what our next favorite vegetable to grow will be. (last year it was eggplant)
- I love taking long walks and short bike rides through the wine country.
- Learning new ideas and concepts excite me and keep me curious for what is possible.
- My moonshot goal is to produce all of the food for my family for an entire year. We may have to cut a few things out of our diet but we'll get there someday.
- Our dogs Petey and Bear bring are an endless source of entertainment and joy.
- BA, Georgia Southern University
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Alternative Investment Analyst (CAIA)
Rawson Gulick is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Individuals, families, pension and profit sharing plans, entrepreneurs and charitable organizations have been relying on Willow Creek Wealth Management for their financial needs since 1984.
At Willow Creek Wealth Management, our mission is to help you make the most out of your financial resources. Your wealth provides you with options. We will advise you on choosing the best ones. As a fee-only Registered Investment Advisor, we act on your behalf in a fiduciary manner so our only interest is that you meet your most important goals.
We believe strongly in taking a structured approach to creating and maintaining your financial plan in conjunction with disciplined investment management. Our professionals will help you identify and manage the risks and opportunities that are relevant to your unique goals, circumstances and objectives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Rawson Gulick is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Rawson Gulick is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Rawson Gulick is a Chartered Alternative Investment Analyst® (CAIA®)
Chartered Alternative Investment Analyst® (CAIA®) is a professional designation offered by the CAIA Association to investment professionals who complete a course of study and pass two examinations. The "alternative investments" industry is characterized as dealing with asset classes and investments other than standard equity or fixed income products. Alternative investments can include hedge funds, private equity, real assets, commodities, and structured products. The CAIA curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments.
Rawson Gulick Contributes to North Bay Business Journal Wealth Matters: "Why being a financial adviser is like being a swan on a pond"
Rawson Gulick Contributes to North Bay Business Journal Wealth Matters: "Lesson from GameStop trading surge: Treating investing like a game is a bad call for your financial future"
Rawson Gulick Contributes to North Bay Business Journal Wealth Matters: "Invest to create the world you want to see"
Rawson Gulick Contributes to North Bay Business Journal Wealth Matters: "Explore family charitable giving options such as trusts, foundations, funds"
Why Financial Wellbeing Matters - an interview with advisor Rawson Gulick on the Lady Money Podcast
Rawson Gulick was a Panelist for the Webinar – Accelerating ESG: Trends, Opportunities, & Challenges in ESG Investing for the FPA of San Francisco
Contact Rawson Gulick
825 Gravenstein Hwy N
Sebastopol, CA 95472