About Us
Sonnenberg Financial Solutions (SFS) is an independent and comprehensive financial services firm specializing in developing wealth management plans with an emphasis in retirement planning. Our goal is help you achieve financial independence so that you can live the lifestyle you desire for yourself.
Who We Are & How We Started
SFS was founded in 2009 by Kimberlie Sonnenberg. After 20 years in the corporate world, Kimberlie desired a more personalized, boutique approach with her clients. In 2020, opportunities aligned, and Alex joined the firm. With two generations and different viewpoints, we bring a fresh perspective to helping clients with their financial goals. We believe that financial planning should have a personal feel and we take the time to get to know our clients on a personal level. We want you to leave every interaction not only feeling taken care of professionally but also as if you just spent time with some friends.
What Does It Mean To Be Independent?
Simply put, being independent advisors means we aren't affiliated with a larger institution. We aren't limited to only one firm's funds, and we don't have production requirements to meet. Meaning that we can offer the freedom and flexibility to create a customized plan that works for you. We partner with Commonwealth Financial Network, an independent broker-dealer, to ensure that all our trades comply with the highest regulation standards. We are dedicated to our clients and strive to provide ethical and transparent financial planning services.
Meet The Team
Founder & Owner
Kimberlie Sonnenberg, CRPC
Kimberlie is our founder and owner, with over 34 years of experience in the financial industry. In 2009, she left the corporate world to open SFS and grow her business in a way that felt organic for her and our clients. Her passion for helping people achieve their financial goals is evident in our firm's mission, and she provides experienced guidance and support while navigating the complexities of managing your finances. One of her greatest joys is when she can encourage people to treat themselves with their hard-earned money-something our clients have lovingly referred to as "Kimberlie Dollars".
She enjoys traveling and checking countries off her bucket list. You can also find her cooking anything by Ina Garten and hosting friends and family.
CA Insurance Lic# 0776477
Financial Planner
Alex Sonnenberg, CFP®
Alex grew up watching both of her parents work in the financial industry and learned early on the importance of financial independence. She holds a bachelor's degree in psychology from San Diego State University and the CERTIFIED FINANCIAL PLANNER™ certification, which is recognized as the highest standard of excellence for the financial planning profession. Prior to working in finance, she was pursuing a career in occupational therapy. While she ultimately didn't continue in that field, she desired a career where she could still have a positive impact in helping people achieve independence in their life.
In her free time she enjoys checking out local breweries, cooking up a new recipe, and taking Harley out for adventures.
CA Insurance Lic# 4003241
Office Pup
Harley Sonnenberg
Harley has been a part of the SFS team since 2022. She was found roaming the streets of El Centro by a kind stranger, who took her to The Barking Lot rescue in Ramona, where Alex found her. She likes to think she is the office security guard, but will often fall asleep on the job if there is sun coming through the windows. She enjoys belly rubs, afternoon walks around the neighborhood, and rummaging through trash cans for snacks.