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Michael R

Series 66

San Diego, CA

Golden State Wealth Management, LLC

Michael Rohling is a financial advisor with Golden State Wealth Management, LLC in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Golden State Wealth Management since 2018 and previously at Independent Financial Partners and LPL Financial. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm constructs tailored portfolios using various analytic approaches and offers discretionary portfolio management alongside standalone planning and consulting services.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Founder/Business Owner Self-Employed
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