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Cfp Nick Sondgeroth

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Cfp Nick Sondgeroth

Managing Director-Investments | Wells Fargo Advisors

California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Nick Sondgeroth

Work Experience

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Managing Director-Investments at

Wells Fargo Advisors

July 2018 - Present

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Wealth Strategy Associate at

UBS

September 2016 - July 2018

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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

mail

***************@wellsfargoadvisors.com

***************@ubs.com

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