Resumes
Resumes
Financial Advisor
View pageLocation:
San Diego, CA
Industry:
Financial Services
Work:
Sonnenberg Financial Solutions (SFS) since Aug 2009
Founder and President, Financial Advisor
Cambridge Investment Research 2009 - 2013
Financial Advisor
VALIC Jul 1989 - Aug 2009
Financial Advisor
Founder and President, Financial Advisor
Cambridge Investment Research 2009 - 2013
Financial Advisor
VALIC Jul 1989 - Aug 2009
Financial Advisor
Education:
University of Baltimore 1982 - 1983
Bachelor of Science (BS), Marketing University of San Diego 1981 - 1982
Bachelor of Science (BS), Marketing University of San Diego 1981 - 1982
Skills:
Retirement Planning
Strategic Financial Planning
Investments
Wealth Management
Retirement
Estate Planning
Portfolio Management
Mutual Funds
Financial Advisory
Investment Advisory
Insurance
Asset Management
Strategic Financial Planning
Investments
Wealth Management
Retirement
Estate Planning
Portfolio Management
Mutual Funds
Financial Advisory
Investment Advisory
Insurance
Asset Management