Robert Ogden is a CFP® certificant with 29 years of industry experience, currently serving at Golden State Wealth Management, LLC since 2019. He previously operated Ogden Wealth Management & Planning Services, LLC and has provided CPA services under his own firm since 2002. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management through tailored investment strategies and uses a variety of analytic approaches along with third-party managers and model portfolios.

David Ogden is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Golden State Wealth Management, LLC in Santa Maria, CA. His prior roles include positions at LPL Financial and Ogden Wealth Management & Planning Services, along with a long tenure at the Santa Maria Joint Union High School District. Outside of advisory work, he is also a musician. Golden State Wealth Management serves individuals—including high-net-worth clients—trusts, pension and profit-sharing plans, and businesses, offering services such as asset management, financial planning, and retirement consulting. The firm’s approach includes discretionary portfolio management combined with analytic methods and third-party manager deployments.