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Cfp Nick Sondgeroth
Cfp Nick Sondgeroth
Managing Director-Investments | Wells Fargo Advisors
California, United States
Cfp Nick Sondgeroth
Summary
Nick Sondgeroth is a seasoned Managing Director at Sondgeroth Wealth Management Group of Wells Fargo Advisors, specializing in investment management and financial planning for affluent clients. With a strong emphasis on integrity and a personalized approach, he simplifies complex financial concepts for his clients, ensuring they understand their wealth management strategies. Nick has a solid background in the investment advice sector, having previously worked as a Wealth Strategy Associate and Client Service Associate at UBS. He holds a Bachelor's Degree in Business Administration from California Lutheran University and a Certificate in Financial Planning from Pepperdine Graziadio Business School. His accolades include being recognized in the Forbes Top Next-Gen Wealth Advisors and Best-In-State Wealth Advisors. Nick is committed to continuous learning and professional development in the financial advisory space, always striving to enhance the client experience.
Cfp Nick Sondgeroth
Work Experience
Managing Director-Investments at
Wells Fargo Advisors
July 2018 - Present
Wealth Strategy Associate at
UBS
September 2016 - July 2018
Client Service Associate at
UBS
May 2015 - September 2016
Cfp Nick Sondgeroth
Education
Pepperdine Graziadio Business School, Certificate In Financial Planning
January 2020 - January 2021
California Lutheran University, Bachelor’s Degree
January 2012 - January 2015
Frequently Asked Questions about Cfp Nick Sondgeroth
What is Cfp Nick Sondgeroth email address?
Cfp Nick Sondgeroth's primary email address is ***************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Nick Sondgeroth work for?
Cfp Nick Sondgeroth is a Managing Director-Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Cfp Nick Sondgeroth graduated from?
Cfp Nick Sondgeroth holds a degree in from Pepperdine Graziadio Business School.
How can I directly contact Cfp Nick Sondgeroth?
To contact Cfp Nick Sondgeroth directly, you can use the email address ***************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Nick Sondgeroth?
Nick Sondgeroth is a seasoned Managing Director at Sondgeroth Wealth Management Group of Wells Fargo Advisors, specializing in investment management and financial planning for affluent clients. With a strong emphasis on integrity and a personalized approach, he simplifies complex financial concepts for his clients, ensuring they understand their wealth management strategies. Nick has a solid background in the investment advice sector, having previously worked as a Wealth Strategy Associate and Client Service Associate at UBS. He holds a Bachelor's Degree in Business Administration from California Lutheran University and a Certificate in Financial Planning from Pepperdine Graziadio Business School. His accolades include being recognized in the Forbes Top Next-Gen Wealth Advisors and Best-In-State Wealth Advisors. Nick is committed to continuous learning and professional development in the financial advisory space, always striving to enhance the client experience.
Cfp`s contact details
***************@wellsfargoadvisors.com
***************@ubs.com
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