San Diego, CA Marlborough Drive Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,205 offices

Location

5100 Marlborough Drive, Suite 200 & 201

San Diego CA 92116

Advisors at this office

2

Advisors at this office

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Kimberlie S

Series 63, Series 65

San Diego, CA

Commonwealth Financial Network

Kimberlie Sonnenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 15 years before joining Commonwealth in 2024. Sonnenberg also owns a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Alexandra S

CFP®, Series 63, Series 65

San Diego, CA

Commonwealth Financial Network

Alexandra Sonnenberg is a CFP® professional with six years of industry experience, currently serving at Commonwealth Financial Network since 2024. Her prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Foresters Financial Services. She is also involved in fixed insurance sales in San Diego. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, offering a broad range of managed-account programs, third-party asset manager access, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
View complete list of advisors at this office
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