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Andres Rene Villegas

Advisor at Goldenstone Wealth Management — El Dorado Hills, CA

Updated today

Credentials

CFA®

Experience

6 years

Location

El Dorado Hills, CA 95762

Goldenstone Wealth Management logo

Goldenstone Wealth Management

Supported

Total advisors

2

Clients per advisor

36 Typical

Avg AUM per client

$2,497,761 Very High

HNW client ratio

77% Very High

About

Andres Villegas is a CFA charterholder with six years at Goldenstone Wealth Management and eight years of prior experience at Wells Fargo Private Bank. He is based in El Dorado Hills, CA. Goldenstone Wealth Management provides discretionary portfolio management, retirement planning, and comprehensive financial planning to individuals, high-net-worth households, trusts, retirement plans, and select institutional clients. The firm uses individualized investment policies combining macro and fundamental analysis with technical inputs, pursuing a global multi-asset total-return approach.

Client services

Based on Goldenstone Wealth Management

Portfolio management

Expertise

Based on Goldenstone Wealth Management

Active portfolio management Tax-loss harvesting Options & derivatives strategies Private / alternative investments

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Fee options

Percentage

$0 - $1 Million: 1.25% $1 Million - $3 Million: 1.00% $3 Million - $5 Million: 0.80% $5 Million - $10 Million: 0.65% $10 Million - $15 Million: 0.55% $15 Million - $20 Million: 0.50% $20 Million+: 0.40%

Other

Account minimum: $1,000,000 Fee-only: Fee-only advisor; no commissions, no fees from sales of securities or products.

Location

El Dorado Hills, CA

5170 Golden Foothill Parkway

El Dorado Hills CA 95762

Advisors at this office

2

Most active in

California · Texas

Work history

6 years of industry experience

Goldenstone Wealth Management, LLC

2020 - Present • 6 years

El Dorado Hills, CA

Wells Fargo Private Bank

2012 - 2020 • 8 years

Roseville, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greg B

Series 65

Rescue, CA

Hill Country Kingdom Advisors

Gregory Bronson is a financial advisor at Hill Country Kingdom Advisors with four years of industry experience. He holds a Series 65 designation and has held roles at Tek-Wise Financial, Hill Country Financial Services LLC, and several insurance and advisory firms. Bronson is also involved with the Catholic Order of Foresters and owns Hill Country Financial Services, an insurance agency offering health and property/casualty lines. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC and provides discretionary portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and selection, manages accounts on a discretionary basis, and incorporates active trading strategies including margin and options.

Cash flow / budgeting Divorce financial planning General retirement planning Retirement withdrawal strategies Self-Employed Founder/Business Owner

Eli Y

CFP®

Rocklin, CA

Fiduciary Financial Advisors

I am an independent 'Fee-Only' financial planner and advisor. I am a fiduciary focused on giving objective, holistic, and comprehensive financial advice. I also work with individuals helping to navigate whatever stage of life you are in, from building wealth all the way to preserving what you’ve already worked hard to build. My background is in finance and financial planning. After receiving my Bachelor of Science degree from Sacramento State's Financial Planning program, I continued to advance my financial planning and advisory experience and knowledge by obtaining various credentials, including the CERTIFIED FINANCIAL PLANNER® marks, also known as the CFP® marks. This noteworthy designation is generally considered to be the 'Gold Standard' in financial planning. With my prior firm, I was responsible for creating many of the most complex financial plans. Additionally, I was on the firm's Investment Committee, playing a role in the direction of the various portfolio allocations and recommendations that were used for clients. I also provide outsourced financial planning services for other advisors through Foundation Financial Planning. In doing this work, I continue to improve and hone my planning skills by gaining valuable insight into how financial plans are done with a firm that specializes in doing plans for all sorts of advisors. I currently reside in Rocklin CA, with my wife and young growing family. In my free time, I enjoy spending time with my family, exploring the outdoors, BBQing, and tinkering with things around the house.

Roth conversion strategy General retirement planning Social Security optimization Factor investing / smart beta General tax planning Government Employee Sales Professional Self-Employed Retired Approaching retirement Mid-Career Professionals Christian Faith Based
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Ryan D

Series 63, Series 65

Loomis, CA

JC Financial Services

Ryan Demartini is the sole advisor at JC Financial Services, an independent firm based in Loomis, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. In addition to his advisory role, Demartini provides bookkeeping and tax preparation services through his separate business, JC Bookkeeping. JC Financial Services serves individual investors and small businesses with financial planning, investment management, and retirement plan services. The firm focuses on passive portfolio construction using index mutual funds and ETFs, incorporates third-party managers when appropriate, and offers ongoing planning with periodic reviews. Its affiliation with an in-house bookkeeping and tax practice supports integrated client services and employer retirement plan education.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Matthew P

Series 63, Series 65

Cameron Park, CA

MP3 Finance LLC

Matthew Pederson is the sole advisor at MP3 Finance LLC, an independent firm based in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to founding MP3 Finance LLC, he worked at Life Time Fitness and Sutter Health. Outside of financial advising, Pederson operates a personal training business and runs an educational YouTube channel. MP3 Finance LLC offers discretionary and non-discretionary portfolio management, financial planning, coaching, and SEP IRA services for individuals across various life stages. The firm employs a combination of fundamental and technical analysis with a focus on long-term holdings in stocks, bonds, and ETFs, incorporating options strategies and limited use of digital asset ETFs and margin for suitable clients.

Options & derivatives strategies Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010) Approaching retirement
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Kathleen F

Series 63, Series 65

Cameron Park, CA

Faulkner Financial Planning, LLC

Kathleen Faulkner is the principal of Faulkner Financial Planning, LLC, an independent advisory firm, with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her firm since 2012. In addition to her advisory work, she owns Divorce Advisory Services, LLC, which provides financial analysis and mediation related to divorce, and serves on the board of directors for Summitview Child Treatment Center. Faulkner Financial Planning primarily serves individual and household clients, as well as high-net-worth and corporate clients, offering comprehensive financial planning. The firm employs a non-discretionary approach by creating individualized plans and selecting third-party asset managers to implement and adjust portfolios, while maintaining ongoing investment oversight and client reviews.

Debt management Long-term care insurance Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.)
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Blake F

Series 65

Citrus Heights, CA

Fiduciary Wealth Partners

Blake Fischer is a financial advisor with Fiduciary Wealth Partners in Citrus Heights, CA. He holds a Series 65 designation and has six years of experience with Fiduciary Wealth Partners. Outside of his advisory role, he works as a financial program manager at Pacific Gas & Electric, providing financial analysis to Electric Operations leaders. Fiduciary Wealth Partners offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation driven investment process informed by macroeconomic analysis and valuation, with an emphasis on cost-effectiveness and ongoing portfolio monitoring.

General retirement planning Founder/Business Owner Young Professionals
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