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Matthew Hui paul Montefusco

Golden State Wealth Management, LLC

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About Matthew Hui paul Montefusco

Matthew Hui paul Montefusco is a financial advisor registered with Golden State Wealth Management, LLC. Matthew has been working in the industry since 2021. Matthew has passed the Series 63, Series 65, Series 7TO, and SIE exams. Matthew is registered in California and Texas. Matthew specializes in Financial Planning, Pension Consulting, and Selection of other Advisors.

Firm Information

Matthew Montefusco is currently registered with Golden State Wealth Management, LLC. Golden State Wealth Management, LLC is an investment advisor with over $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. They are headquartered in South Coast Metro, CA and have 51 investment advisor representatives. The firm has a wrap fee program.
Golden State Wealth Management, LLC

201 E. SANDPOINTE AVENUE

SOUTH COAST METRO, CA 92707

$1.69B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Matthew Montefusco’s Registration & Firm History

CA

02/07/2024 - Present

Golden State Wealth Management, LLC (Encino CA)

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Licenses & Designations

BC

Issued 01/29/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/02/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Hui paul Montefusco.
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