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 in Encino, CA, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, Bowen Advisors, and the University of California, Los Angeles. He also provides administrative support to Golden State Wealth Management through a separate registered entity. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm primarily provides discretionary portfolio management, utilizing various analytic approaches and third-party managers while offering flexible billing arrangements.

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, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, 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 business focused on transformative mindfulness and meditation. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm emphasizes discretionary portfolio management with tailored strategies using multiple analytic approaches and offers flexible fee arrangements primarily based on assets under management.