Golden State Wealth Management has been serving our Clearlake, Lakeport, Ukiah and Fort Bragg Members since 2016.
Golden State Wealth Management was organized in Mendocino County in 2005, and is a Registered Investment Advisor offering comprehensive investment strategies based on timely, unbiased research and comprehensively dynamic technology. With founding partners that bring over 50 years of financial experience, they are dedicated to addressing the financial planning needs of individuals, businesses and families across the nation. Golden State Wealth Management is aligned with LPL Financial, the nation’s largest independent broker-dealer*, to provide comprehensive tools and research necessary in today’s complex markets.
Wealth Manager Jim Goetz (Ukiah, Clearlake & Lakeport)
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Phone
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707/621-6249
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Email
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James.Goetz@GoldenStatewm.com
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A veteran of the United States Navy, Jim has been serving Lake & Mendocino counties for over 30 years. Starting his financial career in 2008 with J.P. Morgan, Jim quickly developed his own style and approach to wealth management. Joining Golden State Wealth Management in 2015, Jim has continued to extend his knowledge and experience to the families of Northern California. Serving the community with the professionalism of a big city firm, Jim remains rooted by his small town dedication. Jim and his family have been residents of Lakeport for 27 years and own Lakeport Dance Studio. When Jim is not serving his clients, you can find him camping, free diving for abalone, or serving with his brother Knights of Columbus at community events.
Wealth Manager Brad Gardner (Fort Bragg)
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Phone
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707/621-6253
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Email
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brad@goldenstatewm.com
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Brad was born and raised in Northern California. Beginning his career in 2000, he served as a financial advisor in Eureka, California. Brad went on to serve as a trainer for financial advisors entering the financial services industry. Going on to act as the lead trainer for Northern California, Brad also grew his own financial practice, partnering to organize Golden State Wealth Management in 2012. Shepherding clients through the challenging first decade of the 2000s, Brad’s primary objective is maximizing client income in a tax advantaged manner. He lives with his two daughters and wife, Jennie, in Fort Bragg, California.
*As reported in Financial Planning magazine, June 1996-2016, based on total revenue.
The Financial Consultants of Golden State Wealth Management are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Community First Credit Union deposits and are not NCUA insured. These products are not obligations of Community First Credit Union and are not endorsed, recommended or guaranteed by Community First Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Community First Credit Union and Golden State Wealth Management are not a registered broker-dealer and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY
