IRVINE, Calif., March 18, 2015 (GLOBE NEWSWIRE) -- With more than 16 years of wealth management experience, Katherine Stellar is an irreplaceable asset to her clients. Through personalized education and service, she helps clients reach their financial goals and efficiently manage their portfolios. Her ability to navigate effectively in both bear and bull markets is a specialty. From the dot com bubble burst to the global financial crisis of 2007-2008 to the burgeoning markets, her savvy experience sets her apart.
Katherine is equally comfortable working as part of a clients' wealth management team, as she is with day to day portfolio management. She creates customized financial plans for a range of individuals, families, and small business owners to devise strategies to pursue their financial goals, needs and objectives. Katherine holds several securities registrations with LPL Financial, which enable her to offer comprehensive, full service financial planning and investment services. She is also a CERTIFIED FINANCIAL PLANNER™.
Katherine began her career with AG Edwards before moving to Salomon Smith Barney in 2001, where she advised clients for the past fourteen years. (Morgan Stanley purchased Smith Barney from Citigroup Global Inc. in 2009.)
Katherine is married to Tom Stellar and resides with her husband and two children in Laguna Beach.
Stellar Wealth Advisors
65 Enterprise
TechSpace Building, 3rd Floor
Aliso Viejo, CA 92656
(949) 344-6162
About Golden State Wealth Management
Golden State Wealth Management is a Hybrid Registered Investment Advisor dedicated to financial professionals and their clients. We believe in providing an infrastructure and support network that allows our affiliated advisors to focus on their clients and professional development. The firm promotes practice ownership, succession planning, flexibility in investing decisions, compliance oversight, dedicated transition support, and a low-cost investment platform that benefits both advisors and investors. Our partnership with LPL Financial, the nation's largest independent broker/dealer,* provides comprehensive tools and research necessary in today's complex markets.
With flagship office in Irvine, California and expanding offices across the country, Golden State Wealth Management is committed to creating a comfortable and luxurious atmosphere while supporting its affiliated members. Golden State offers three distinct levels of affiliation (Gold, Silver and Bronze), to meet the modern advisors unique needs. Our Gold affiliates enjoy a fully furnished, staffed, and luxurious turnkey office, complete with concierge service. Silver affiliation, for the on-the-go financial advisor, supports remote flexibility with access to Golden State's amenities. Lastly, Bronze, structured for the most independent advisor, provides access to the RIA and personalized attention based on individual business needs wrapped in an ultra-competitive revenue package.
Golden State Wealth Management asks that our members be motivated, legal, ethical, and profitable.
866 273 1563
www.GoldenStateWM.com/Advisors
*As reported in Financial Planning magazine, June 1996-2014, based on total revenue.
Katherine Stellar is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, a registered investment advisor. Golden State Wealth Management and Stellar Wealth Advisors are separate entities from LPL Financial.