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Personalized advice from a dedicated financial advisor.


We get to know you and your family, your financial situation and what matters most to you.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking at Star of the Sea Wealth Management, together we will design an approach that reflects your unique needs, priorities and financial situation.

Adjusting your investment approach as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.

No question too big or moment too small. We put you first, every day.

For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take.

We Provide Financial Solutions For You And Your Business.

Email Address

Phone Number

(310) 350-8082

Office Address

Star of the Sea Wealth Management
201 E Sandpointe, Suite 460 South Coast Metro, CA 92707

Investment advice offered through Golden State Equity Partners (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Star of the Sea Wealth Management is a DBA of GSEP. Registration as an investment adviser does not imply a particular level of skill or training. Golden State & Star of the Sea Wealth Management are separate, unaffiliated entities from BNY Mellon | Pershing and Charles Schwab & Co., Inc. – each responsible… for its own services and policies. Trademarks belong to their respective owners. The content on this website has been independently produced by Star of the Sea Wealth Management and is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Star of the Sea Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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