My journey is about delivering sound advice with a personalized touch. I believe in embracing and celebrating individuality. I am a business owner.
Sonnenberg Financial Solutions is located in San Diego, California. Sonnenberg Financial Solutions is an independent and comprehensive financial services firm specializing in developing wealth management plans with an emphasis in retirement income planning. My firm offers a wide range of financial products and services to individuals and families. I am committed to consistent communication with each client.
I create a partnership with each client and we work toward the common goal of making wise choices with their assets. I work with my clients to develop and maintain a patient and prudent plan designed specifically for their individual goals. Each client deserves a carefully constructed portfolio that has been customized to help them on their path to success, whatever their definition may be.
I consider it my responsibility to listen to my clients’ dreams as well as fears. My satisfaction is derived from partnering with clients to help them achieve their desired quality of life.
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Kimberlie Sonnenberg, CRPC®, Owner – Sonnenberg Financial Solutions. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ, CA, MD, TX. Advisory Services, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sonnenberg Financial Solutions are not affiliated.