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| HEATHER SONTAG, CFP®
Chief Financial Officer
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 Heather graduated from California State University San Marcos in 2013 with a Bachelor’s degree in Accounting. During her 9 years in the accounting field, she worked in a variety of industries including Real Estate, Nonprofit, Manufacturing, Fine Art Consulting, Oil and Gas, and Power Generation. Prior to joining Carlsbad Wealth Advisory Group, she worked for TGG Accounting and Solar Turbines Incorporated.
Heather has always been a planner by nature, and it seemed only fitting that she put those skills to good use in her career. She decided to take her love for numbers and transition careers into Financial Planning where she could work one-on-one with clients to help them invest in their future. Heather builds individualized plans that assist her clients in achieving their financial goals.
After completing the education and work experience requirements, Heather passed the CFP® exam in 2022.
In her free time, Heather enjoys traveling with her husband and working on artistic projects that fuel her creative side. She also enjoys trying new coffee shops, and you’ll likely run into her at local spots in North County. |
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