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Kathleen S
Series 66
Poway, CA
Golden State Wealth Management, LLC
Kathleen Stephens is a financial advisor at Golden State Wealth Management, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones for 10 years and LPL Financial for 2 years. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management alongside standalone planning and consulting engagements, employing various analytic approaches and third-party managers to tailor portfolios.
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