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ANDY
SONTAG, CFP®
Chief Investment
Officer
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 Prior
to co-founding Carlsbad Wealth 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 Ameriprise Financial.
Andy is a self proclaimed numbers guy and is primarily
responsible for portfolio construction and management. He is a wearer of many hats and has a broad range of responsibilities at Carlsbad Wealth.
In his free time Andy enjoys traveling with his wife Heather, playing golf, and tackling home renovation projects.
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