Golden State Wealth Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 1421 Guerneville Rd Ste 200, Santa Rosa, CA 95403
- Phone
- (707) 583-1719
- Website
- ashleycurielcfp.com
- County
- Sonoma County
Hours
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Santa Rosa, Golden State Wealth Management offers personal financial planning for households across Sonoma County and the North Bay. We help clients organize their finances, set clear goals, and build practical plans for the years ahead.
Our approach is centered on understanding each client's priorities so that every recommendation fits their life and their long-term vision. Whether you are planning for retirement, managing investments, or simply looking for a steady, informed partner, we are here to help you move forward with confidence.
Visit our website to learn more about our services and get started.
Our approach is centered on understanding each client's priorities so that every recommendation fits their life and their long-term vision. Whether you are planning for retirement, managing investments, or simply looking for a steady, informed partner, we are here to help you move forward with confidence.
Visit our website to learn more about our services and get started.