Who We Serve


Many of the clients we serve at Golden State Wealth Management are people we’ve worked with for years. We frequently serve multiple generations of the same family and believe that works in their favor as we are in a better position to provide estate planning services that benefit both parents and their offspring.

Women Investors

We work with professional women who are focused on building a strong financial framework for achieving their personal and retirement goals. We understand some of the hurdles and challenges that women face when planning for the future, which is why we offer a comprehensive analysis of each client’s situation, in order to develop a plan that will grow with them, as they reach various stages in their lives.


Having worked with teachers for over 12 years, we have an in-depth knowledge of the State Teachers Retirement System (STRS) and practical understanding of educators’ career trajectories and retirement options. We help teachers learn how to best utilize their pensions, while also attempting to build any additional savings necessary to pursue the retirement they have always wanted.

Near Retirement

Nearing retirement can be exciting but it can also be unnerving, especially if you do not have the guidance to implement an effective retirement plan. Living without a regular income and relying on your investments requires the right strategy. We will prepare you for the next stage and show you how to best use and preserve your assets.


Reaching retirement can be a joyous time, but it also is not without its challenges. We work with retirees to ensure that they are following a sustainable retirement plan, aimed at helping them live in comfort and with the clarity they need.