Advisors at this firm
Andrew S
CFP®, Series 66
Carlsbad, CA
Carlsbad Wealth Advisory Group, Inc.
Andrew Sontag is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Carlsbad Wealth Advisory Group, Inc. since 2008. Carlsbad Wealth Advisory Group provides investment advisory and portfolio management services to individual and high-net-worth clients. The firm operates as a small, team-based practice focused on managing client investment portfolios and delivering ongoing financial advice.
Heather S
Series 63, Series 65
Carlsbad, CA
Carlsbad Wealth Advisory Group, Inc.
Heather Sontag is a financial advisor with Carlsbad Wealth Advisory Group, Inc. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Carlsbad Wealth Advisory Group in 2019, she worked at TGG Accounting and currently holds an accounting role at Solar Turbines Incorporated. Carlsbad Wealth Advisory Group is a small, team-based advisory firm serving individual and high-net-worth clients. The firm focuses on portfolio management and ongoing financial advice, supported by a layered supervision model involving paraplanners and associate advisors.
David G
CFP®, Series 63, Series 65
Carlsbad, CA
Carlsbad Wealth Advisory Group, Inc.
David George is a CFP® with 28 years of industry experience and has been with Carlsbad Wealth Advisory Group, Inc. since 2008. He holds Series 63 and Series 65 licenses and serves as a board member for the Sidney Kimmel Cancer Center, contributing to cancer research on a volunteer basis. Carlsbad Wealth Advisory Group is a small, team-based firm providing investment advisory and portfolio management services primarily to individual and high-net-worth clients, with a focus on managing larger individual accounts through a structured supervision and support model.
