Bryan Sonderby

Certified Exit Planning Advisor® | Helping business owners leverage their #1 asset | Small Business Owner | Slightly above average golfer

Role
Managing Member at The Crestwell Group
Location
Rancho Santa Fe, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Bryan Sonderby

Have you ever wondered how much your business is worth? Or how you could make it worth…

Experience

  1. Managing Member

    The Crestwell Group

    Jan 2018 — Present · Los Angeles, CA, US

Skills

  • Financial Advisory
  • College Education Planning
  • Series 65
  • Social Networking
  • Business Planning
  • Mergers & Acquisitions
  • Fixed Annuities
  • New Business Development
  • Insurance
  • Financial Markets
  • Estate Planning
  • Annuities
  • Wealth
  • Investment Advisory
  • Retirement Planning
  • Long-Term Care
  • Brokerage
  • Term Life Insurance
  • Business Strategy
  • Investments
  • Operational Planning
  • Risk Management
  • Succession Planning
  • Disability Insurance
  • Financial Services
  • Alternative Investments
  • Technology Development
  • Wealth Management
  • Life Insurance
  • Long Term Care
  • Finance

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Bryan Sonderby — Managing Member at The Crestwell Group in Rancho Santa Fe, CA, US | Unifers