Westlake Village, CA 2829 Townsgate Road Office

Nicholas Sondgeroth is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Wells Fargo Advisors and previously worked at UBS Financial Services. Outside of his advisory work, he owns and operates Sondgeroth Ventures, LLC, a business involved in purchasing and managing single-family rental properties. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services, including specialized areas such as business-owner transition and special-needs planning.

Daniel Khoury is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and CitiBank prior to joining his current firm. Outside of finance, he has experience working at California Lutheran University and Urbane Cafe. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.