Encino, CA Ventura Blvd Office

Paul Tokar is an advisor at Golden State Wealth Management, LLC with one year of industry experience. He has worked at Golden State Trial Attorneys since 2024 and has nine years of experience at Beitchman & Zekian PC, as well as running his own law office since 2015. 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 primarily offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored portfolios.

Sandra Cho is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Golden State Wealth Management since 2016 and also maintains a longstanding role with LPL Financial since 2015. Outside of her advisory work, she is involved with the San Fernando Valley Rescue Mission. Golden State Wealth Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and tailors portfolios using various analytic approaches, often incorporating third-party managers and model portfolios.

Matthew Montefusco is a financial advisor at Golden State Wealth Management, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, and Bowen Advisors. Matthew also provides administrative support to Golden State Wealth Management through a separate business entity. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, portfolio management, financial planning, and retirement consulting. The firm utilizes a discretionary portfolio management approach, incorporating various analytic methods and third-party managers, and provides flexible fee arrangements primarily based on assets under management.

Jordan Williams is a financial advisor at Golden State Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC and Merrill. 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 primarily offers discretionary portfolio management using various analytical approaches and third-party managers.

Edward Suero is a financial advisor with Golden State Wealth Management, LLC in Encino, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial LLC, Logix Federal Credit Union, Unionbanc Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is the founder and content creator of Be Grounded Inc, a venture focused on transformative mindfulness and meditation. 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 emphasizes discretionary portfolio management with tailored portfolios using various analytic approaches and offers flexible fee arrangements primarily based on assets under management.