Financial Advisor · Sacramento, CA
A Sacramento CFP® who's actually on your side.
Golden Wealth Capital is a fee-only, fiduciary financial planning firm in East Sacramento — led by a CERTIFIED FINANCIAL PLANNER™ and built for high earners who want clarity, not a sales pitch.
Take the Free Assessment · Or call 916-745-5783
A different kind of Sacramento advisor.
Plenty of firms in Sacramento will manage your money. Far fewer are fee-only, fiduciary, and led by a CFP® who actually sits on your side of the table when the decisions get hard. If you're comparing firms, start with how to find and vet a financial advisor and the questions to ask before hiring an advisor.
Fee-only, always
We're paid by you — never by commissions, product sales, or affiliate deals. No hidden incentives steering your plan.
A true fiduciary
Your interests come first by law, on every recommendation — not just when it's convenient.
CFP®-led planning
Founder Pamela Rodriguez is a CERTIFIED FINANCIAL PLANNER™ who has guided high earners through equity comp, taxes, and major life transitions.
Rooted in East Sacramento. Working across the region.
We meet clients in person at our East Sacramento office and work virtually with households throughout the greater Sacramento area — and across California.
East Sacramento · Midtown · Roseville · Folsom · El Dorado Hills · Granite Bay · Davis · Elk Grove
Led by a CFP® the press actually calls.
Founder Pamela Rodriguez, CFP® has served on the Investopedia and The Balance financial review boards and as Treasurer of the Financial Planning Association of Northern California — and is a regular voice on the questions high earners actually wrestle with.
CNBC · Forbes · Investopedia · ThinkAdvisor · KCRA · Sactown Magazine
Working with a Sacramento CFP®
Is Golden Wealth Capital a fee-only fiduciary?
Yes. We are a fee-only, fiduciary registered investment advisor based in Sacramento. We're paid only by our clients — never through commissions, product sales, or kickbacks — and we're legally bound to put your interests first.
Where is your Sacramento office located?
Our office is at 5523 F St Suite A in East Sacramento, CA 95819. You can reach us at 916-745-5783 or pam@goldenwealthcapital.com to arrange an introductory conversation.
Do you work with clients outside of Sacramento or virtually?
Yes. We meet clients in person at our East Sacramento office and work virtually with households across the greater Sacramento region — including Roseville, Folsom, El Dorado Hills, Granite Bay, Davis, and Elk Grove — and throughout California.
How do I get started with a CFP® in Sacramento?
The simplest first step is our free Financial Clarity Assessment — a short self-assessment that helps us understand where you stand. From there, a CFP® will reach out to schedule an introductory conversation. You can also contact us directly any time.
Our East Sacramento office.
Golden Wealth Capital5523 F St Suite A
Sacramento, CA 95819
916-745-5783
pam@goldenwealthcapital.com
Not sure where to start?
Take our free Financial Clarity Assessment and we'll tell you exactly what we'd focus on first.
Ready to talk to a Sacramento CFP® who gets it?
Fee-only, fiduciary, and genuinely in your corner. Let's find out what we'd focus on first.