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Kimberlie Sonnenberg

Kimberlie Sonnenberg

I AM INDEPENDENT. I AM KIMBERLIE SONNENBERG. My journey is about delivering sound advice with a personalized touch. I believe in embracing and celebrating individuality. I am a business owner. Who we are: Sonnenberg Financial Solutions is located in San Diego,...
Karl Elsass

Karl Elsass

I AM INDEPENDENT. I AM KARL ELSASS. My journey is about providing excellent service with each interaction. I believe in thorough, thoughtful planning. I am a 2014 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their...
John Rathbun

John Rathbun

I AM INDEPENDENT. I AM JOHN RATHBUN. My journey is about creating long-term client relationships by honestly committing to professional integrity, team expertise, client-centered counsel, and by understanding that life’s true wealth is not about money. I am a 2014...
Rhonda Heineman

Rhonda Heineman

I AM INDEPENDENT. I AM RHONDA HEINEMAN. My journey is about being prepared. I believe prudent financial planning can result in clients reaching their dreams. I am a Certified Financial Planner™ professional. This photo features me with my lovely daughter,...
Thomas Bode

Thomas Bode

I AM INDEPENDENT. I AM THOMAS BODE. My journey is about building and preserving a solid foundation of trust. I believe in developing long-term relationships with my clients and their families. I am a 2014 Spirit of Cambridge Award winner. Advisors are honored with the...
Michael Merrill

Michael Merrill

I AM INDEPENDENT. I AM MICHAEL MERRILL. My journey is about fostering trust with each client through integrity and excellent service. I believe that a firm foundation of trust can overcome physical boundaries. I am a senior partner. This photo is of me with the rest...
Bryan Kelly

Bryan Kelly

I AM INDEPENDENT. I AM BRYAN KELLY. My journey is about sharing my passion for helping others. I believe in helping enrich the lives of others, whether they are my clients or members of my community. I am a business builder. My journey — and The Kelly Group’s journey...
Wanda Delgado

Wanda Delgado

I AM INDEPENDENT. I AM WANDA DELGADO. My journey is about providing each client with the best research and insight I can deliver to assist them in reaching the future they want to have. I believe in a proactive approach to life planning. I am a business owner. I’ve...
Greg Henderson

Greg Henderson

I AM INDEPENDENT. I AM GREGORY HENDERSON. My journey is about providing unbiased guidance and solutions. My colleagues and I firmly believe in going the extra mile for clients. I am a Certified Financial Planner™ professional. Here is a photo of our team. We...
John Grillo

John Grillo

I AM INDEPENDENT. I AM JOHN GRILLO. My journey is about providing skillful sailing to help assure a prosperous voyage for my clients. I believe in serving others by sharing my knowledge and experience. I am a Certified Financial Planner™ professional. In this...