ABOUT CWAG
ANDY SONTAG, CFP®
Chief Investment Officer

   

 

Prior to co-founding Carlsbad Wealth Advisory Group in 2008, Andy began working for American Express Financial Advisors as an intern in 2003 while earning an undergraduate degree in Finance from The University of Minnesota Duluth.

A Minnesota native, Andy moved to San Diego in 2005 to begin building a personal financial services practice in La Jolla, CA with newly renamed Ameriprise Financial.

Andy is a self proclaimed numbers guy and is primarily responsible for portfolio construction and management.

In his free time Andy is active in a local tennis league and enjoys tinkering with new entrepreneurial projects.