John Zezini is a CFP® professional with 30 years of industry experience, currently serving at Golden State Wealth Management, LLC since 2017. His prior roles include positions at LPL Financial, Genovese Burford & Brothers Wealth & Retirement Plan Management LLC, and Royal Alliance. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs tailored portfolios with various analytic methods and offers discretionary portfolio management alongside standalone planning and consulting services.

Gabriella Lundqvist is a financial advisor with Golden State Wealth Management, LLC in El Dorado Hills, CA, holding a Series 66 credential and 19 years of industry experience. She previously worked at Edward Jones from 2007 to 2017 before joining Golden State Wealth Management and LPL Financial in 2017. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of asset allocation and various analytic approaches to construct tailored portfolios and offers discretionary portfolio management alongside standalone planning and consulting engagements.