Meet Katherine Stellar

Katherine Stellar Wealth ManagerStellar Wealth AdvisorsGeneral: 949.344.616265 EnterpriseTechSpace Building, 3rd FloorAliso Viejo, CA 92656 Business Profile With more than 20 years of wealth management experience, Katherine Stellar is an irreplaceable asset to her clients. She began her career with AG Edwards before moving to Salomon Smith Barney in 2001, where she advised clients for 14 […]

Meet Robert A. ”Rocky” Mills

Robert A. ”Rocky” Mills PresidentWestlake Investment AdvisorsGeneral: 805.277.-73005743 Corsa Avenue, Suite 113Westlake Village, CA 91362Email: Web: Business Profile Rocky is the founder and president of Westlake Investment Advisors. With 42 years in the investment advisory business, Rocky has held executive positions in New York and Chicago, as well as running highly acclaimed branch offices […]

Meet Sandra Cho

Sandra Cho Founder & PresidentPointwealth Capital Management CA Insurance Lic# OE17268 General: 818.392.3979 Direct: 818.905.3977 Fax: 818.484.2266 16130 Ventura Blvd, 5th floor, Suite 590 Encino CA 91436 Email: Sandra.Cho@LPL.Com Web: Business Profile Sandra Cho is the Founder and President of Pointwealth Capital Management, a boutique wealth management firm in Encino, California specializing in comprehensive, generational […]

Advisory services may be offered through Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State. " All firms are registered investment advisers with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a particular level of skill or training.