Nick Sondgeroth, CFP®
Managing Director
With more than a decade of experience in the financial industry, Nick Sondgeroth leads Channel View Wealth Advisors of TSG Wealth Management with a focus on building enduring relationships and guiding clients through every stage of life. He and his team employ active investment strategies tailored to individual risk profiles and utilize the eMoney® Planning Process to help clients stay aligned with their goals. The team’s youth and long-term vision provides clients with confidence that their plan will be supported consistently for decades to come.
Nick has been recognized in several industry publications, including Forbes Best-In-State Wealth Advisors (2024–2025), Forbes’ Top Next-Gen Wealth Advisors Best in State (2022–2025), Pacific Coast Business Times’ 40 Under 40 (2024), and AdvisorHub’s 100 Solo Advisors to Watch (2025). These acknowledgments reflect his ongoing involvement in the profession and commitment to serving clients.
A graduate of California Lutheran University, Nick holds the Certified Financial Planner® certification along with Series 7, Series 66, and insurance registrations. He also serves on the Dean’s Advisory Council for the School of Management at CLU, contributing to the advancement of financial education and leadership.
Nick lives in Camarillo, CA with his wife, Tianna, and their son Adam. Outside of work, he enjoys family time, golf, and actively supporting community organizations.
CA Insurance License #0M30859. Resident State: CA.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.
2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com) 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The 2024 40 Under 40 was bestowed by the Pacific Business TImes as a result of community efforts, unrelated to the business of the firm.
2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.