Sonja Youngberg, CRPC®

VP - Financial Consultant

+1 949-224-8050

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2020-2022
  • Financial Consultant, TD Ameritrade, 2017-2020
  • Business Development Officer, TD Ameritrade, 2016-2017
  • Investment Advisor, Private Banker, Wells Fargo, 2011-2015
  • Brokerage Associate, Personal Banker, Wells Fargo, 2004-2011

Education

  • Associate of Arts in Business Administration, Santa Monica College

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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