Aleia Coate

I was raised in Sebastopol and have spent the last 25 years helping my community make informed financial decisions for them and their families. Through my work as a branch manager and community bank manager, I have had the privilege of helping local businesses grow and guiding families through many of life's milestones, including buying a home and putting money aside for savings.

I have also been fortunate to serve my community in deeply meaningful ways as a leader in Rotary, the Sebastopol Chamber of Commerce, The Active 20-30 Club of the Redwood Empire and TLC Child and Family Services. I was honored to receive the Sebastopol Citizen of the Year award and the Spirit of Sonoma County Award in 2012. You may have seen me leading the Apple Blossom Parade a few times!

My husband, Matt, and I are both lifelong Sonoma County residents, now living in Santa Rosa with our two dogs, Bruschi and Jules.

In 2018, I became a financial advisor with Edwards Jones in Sebastopol to help my long-term and new clients prepare for their future and achieve their financial goals.

My approach starts with listening. I want to understand what's important to you. Together, we create a personalized strategy based on your financial needs. Then, we stay connected and partner throughout your life to ensure you are on track.

I work with Natasha Coester, who partners with me in serving our clients on a daily basis. Natasha was born and raised in Sebastopol and has a deep understanding of the community we both serve.

I would love to hear from you and learn more about your plans for today and the future.