Email
cfm@cfmplanners.com
Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, a Registered Investment Advisor. Golden State Wealth Management, Consolidated Financial Management and LPL Financial are separate entities.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Golden State Wealth Management Form CRS

LPL Financial Form CRS

1915 NE Stucki Ave, Suite 150
Beaverton, OR 97006
United States

First Name
Kristy
Last Name
Motta
Fax
(503) 844-9137
Toll Free
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.