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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Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
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.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.