Golden Wealth Capital LLC

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Introduction

We are CFP (registered trademark) FEE-ONLY Fiduciary Financial Advisors. Wealth Management, Financial Planning for a fee, we do not sell life insurance nor do we work on commissions. Specializing in helping clients create wealth through maximizing income, tax strategies, retirement planning, Social Security, Medicare, and more. We believe that we are called to be good stewards of our finances and we hope to inspire you to live out your dreams while we take care of your financial lives. We look forward to getting to know you. Disclosure: We do not compensate clients or past clients for reviews with cash nor non-cash payments/gifts.

Overview

Serves Sacramento, CA

Background checked

License verified

2 employees

5 years in business

Business hours

SunClosedMon9:00 am - 5:00 pm

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Featured Projects

5 photos

Reviews

Exceptional 5.0

15 reviews

5

100%

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Thumbtack Customer

Apr 14, 2024

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From Google

Pam is amazing! It was such a pleasure to work with her through a multi-month engagement. Pam helped my family with our estate planning, short and long term wealth management, and guidance on a tax strategy.Her knowledge of a wide range of topics helped guide us through the myriad of questions we had. Our complexity of assets through international and local investments along with a desire to maximize short and long term gains was a breeze for Pam.Pam also did a great job of finding referrals for us as we required additional assistance outside of her scope. She is thorough in all the work she helped with!

Thumbtack Customer

Feb 13, 2024

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From Google

My husband and I reached out to Pam last year when we were looking to buy a house, but were a little shaky on whether the financials made sense. We wanted to make an offer, and needed someone who could be thorough, detailed and quick. She was all of those things and so much more! She helped us figure out what made sense in that moment, but also helped us straighten out our financials and come up with a long term plan. She is incredibly smart, very kind, and never made either of us feel judged or ashamed of the poorer financial decisions we had made. When it came to creating a budget, she was mindful of our priorities and realistic about what areas we might struggle with, which really helped us feel more confident about it. None of that "cut out the Starbucks and you'll be a millionaire in a few years!" nonsense.Whether you're trying to dig your way out of debt, make more money than you know what to do with, or just clueless about financials and planning for retirement, Pam can help set you up for success and we highly recommend her!

Thumbtack Customer

Feb 6, 2024

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From Google

Pam's confidence in our financial future as we look toward retirement is a gift. Her business acumen and flexible, lighthearted approach work in tandem to make you feel seen. Pam has an intuitive way of connecting her clients to create an extended network of professionals who benefit from one another. Although we are just starting out on our journey with Pam, we know we're in good hands!

Thumbtack Customer

Jul 15, 2021

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From Google

I appreciate Pamela Rodriquez so much, she's always on the Job helping her clients out and making good investments for her clients and keeping their finances in check, I would recommend her expertise to anyone if they need financial advice.

Thumbtack Customer

May 6, 2021

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From Google

One of the best decisions we have made was to meet with Pam. From the very first meeting, she identified the differing ways in which we each thought about money, and helped us to better understand each other. Working with Pam, we started making active improvements to meet our goals while also understanding that differences can be a strength. Pam is insightful, thorough, kind and easy to talk to. Over the past year of her guidance, she has literally changed our financial life - going from being in debt and stressed, to planning how to spend our money in fun ways and looking towards the future. Pam is amazing, and we would recommend her to anybody looking for a financial planner.

Golden Wealth Capital LLC's reply

Mike & Sarah, thank you so much for leaving a 5-Star review! It was an absolute pleasure to help you identify your goals and help turn your perceived differences into mutual strengths! We wish you all the best in the future and your financial lives and appreciate the referral!

Credentials

License

License Type: Investment Adviser Representative (CA)

License verified on 11/23/2024

Background Check

Gloria Rodriguez

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We are a fee only fiduciary firm. We don't make commissions or make money through selling products.
What is your typical process for working with a new customer?
We meet biweekly for 6 months starting with a one-on-one Discovery Session where we uncover what your pressing questions are, what you want to accomplish and how we can help you achieve your goals.
What education and/or training do you have that relates to your work?
We have been in the industry for over 13 years and we have helped over 3,000 people with their money. We are Certified Financial Planners and we are leading experts in the field of personal finance.

Golden Wealth Capital LLC

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