Sonnenberg Financial Solutions is a mother-daughter financial advisory team in Kensington, San Diego, operating from Suite 200 at 5100 Marlborough Drive in the 92116 ZIP, where founder Kimberlie Sonnenberg, CRPC, and her daughter Alex Sonnenberg, CFP, deliver retirement planning, education savings strategies, and holistic wealth management under the Commonwealth Financial Network broker-dealer platform. Kimberlie holds the Chartered Retirement Planning Counselor designation and a degree from the University of Baltimore, bringing a retirement-income focus that covers Social Security optimization, required minimum distributions, and pension-versus-lump-sum analysis for pre-retirees across San Diego County. Clients whose retirement plans involve property transactions coordinate listing and acquisition timelines with agents at The Mercer Group, which handles residential sales in the Kensington and Normal Heights market. Alex's CFP certification and San Diego State University education add comprehensive planning capacity to the firm, covering tax-efficient withdrawal sequencing, 529 education accounts, and multi-generational estate coordination. Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser and member of FINRA and SIPC. The Kensington office sits along Marlborough Drive in the heart of the village district, a residential neighborhood east of Adams Avenue. The surrounding business corridor draws clients from Normal Heights and University Heights. The firm's holistic approach addresses insurance-gap analysis, beneficiary-designation audits, and long-term-care funding models alongside the investment portfolio — a planning scope that connects the financial plan to the mortgage-refinance evaluations performed by David Hughson - The GreenHouse Group for homeowners managing debt alongside their retirement savings targets. Sonnenberg Financial Solutions accepts new clients on an appointment-recommended basis and conducts planning engagements both in-office and through virtual meetings.