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 years before joining Golden State in 2015. (Morgan Stanley purchased Smith Barney from Citigroup Global Inc. in 2009.)
Through personalized education and service, Katherine helps clients reach their financial goals and efficiently manage their portfolios. Her ability to navigate effectively in both bear and bull markets is a specialty. She creates customized financial plans for a range of individuals, families, and small business owners to devise strategies to pursue their financial goals, needs and objectives.
Katherine holds several securities registrations with LPL Financial, which enable her to offer comprehensive, full service financial planning and investment services. She is also a CERTIFIED FINANCIAL PLANNER™.
Katherine resides in Laguna Beach with her husband, Tom and two children.
Katherine Stellar, CFP is a Registered Representative with and Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Golden State Wealth Management, a registered investment advisor and separate entity from LPL Financial.