Pam and her team were professional, punctual, and polite. She helped me get my financial situation on track and things are looking great. I cannot thank her and her team enough. I highly recommend Golden wealth Capital! read more

My experience has been absolutely incredible working with Pam. She answers all of my questions and is always available to help. It is rare to find an advisor that truly cares about her clients the way she does. read more

Golden Wealth Capital - The principal of this business IS in fact CERTIFIED and can be found at the CFP.net site. - Financial Advising Near Me - Sacramento, California

My wife and I needed professional advice about our finances, specifically related to if/when we could retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her! read more

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully, we discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :) read more

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! read more

Pam was super helpful during the whole financial planning process! She met up with me to get a better idea of my background understanding with finances and talked me through the whole process. I was never taught how to handle my finances growing up, so I really appreciated Pam being so detail oriented and patient with all my questions. You can tell she is very knowledgeable and has a lot of experience. She was quick to formulate a realistic plan for me. I am so excited to start my journey with Golden Wealth Capital! read more

I was Greeted with a smile,I was not left waiting. The Atmosphere was calm. Every step we took while speaking with every one involved was e planned to me . Now I'm waiting on the end result. Thank you for your kindness looking forward to hearing from the owner soon. read more

My husband and I are fairly new clients of Pam Rodriguez, but in the short time Pam has eased our worries. We were scared and confused about the next steps and Pam has worked tirelessly to help us navigate this process. Pam is a breath of fresh air and truly cares about her clients. We have recommended Pam to family and friends and are so happy to have her expertise and guidance for our financial success! read more

I reached out to Pam at Golden Wealth Capital after an extremely extensive review of over a dozen firms to help with my family estate planning, short and long term wealth management, and guidance on a tax strategy. Pam took the time to review our finances, asked tons of questions to truly understand our situation, and was also very thorough in both response and her proposal on how we should move forward. She is diligent in her research and provided me everything I could have asked for. Our situation is complex as we have international investments along with local and Pam did her research to help us and she is hands on throughout the process. read more

there is no one that I trust more with my money than Pamela! Pam is not just a professional, but a true partner who genuinely cared about my financial well-being. Pam's ability to help me comprehend complex, financial concepts enabled me to feel empowered, and in control of my financial future through her guidance, I experienced a new phone sense of financial confidence, recognizing that I have found someone who understood money better than any other Financial Planner I had encounter. What truly sets Pam apart is her unwavering kindness and nonjudgmental attitude. She makes difficult conversations around money without judgment or criticism, and always offered a listening ear to ensure that I felt understood. Pam is the G.O.A.T read more

Found Pam on yelp, as a new pharmacist with A LOT of student loan debt and she helped me get my life together! Helped me figure out my work benefits and loan repayments and really made my life less stressful. We have frequent check ins, and she always responds quickly to my questions. Reliable and trust worthy! read more

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. We are just starting out on our journey but know we're in good hands with Pam at the wheel. read more

Pam is amazing at what she does! She's clear and concise with her communication. Highly professional. She truly listens to you, your goals and wants as she personalizes your plan. I felt like she cared about me and my goals. She went above and beyond to provide me with the best resources and options for me. She also educated me on so much related to finance which really made me feel empowered. Thank you Pam! read more

Jana Cortez My son, who lives in Santa Rosa, found Pam for me. It was a god send to meet her. After the first meeting, I feel like I had a huge weight off my shoulders. The stress was gone. I had gotten overwhelmed and surely couldn't get out of that feeling without Pam. She clearly laid out a plan to pay everything off in a systematic way and in a realistic time frame. I highly recommend Pam. She is a very knowledgeable, personable and presents good guidance. read more

Pam has been a Godsend for me and my family in helping us reach our goals to pay down our debt and save for our future. She literally does most of the legwork and we just have to follow through on her recommendations. She's not judgmental and will never shame you if you have trouble sticking to her recommended plan either and is willing to help if your financial goals change. I also appreciate the fact that there's no hidden agenda to what she does, like she doesn't receive kickbacks for referrals to other colleagues or try to get you to do anything that would benefit them. I'm all for supporting small women-owned businesses and highly recommend her to everyone because she is trust-worthy, honest, caring, and without a doubt incredibly competent and knows what she's doing. You definitely won't regret working with her at all!! read more

A very amazing person to help you manage your financial life! Very thorough, thoughtful, and knowledgeable in her profession. Always quick to respond in every format of communication. Pam and her team have forever set a new standard for financial professionals in my mind. read more

Pam has helped us manage our finances for over 2 years now. In that time she has helped us navigate everything from retirement, taxes and budgeting to preparing for our first child. We appreciate that she also has a network of trusted colleagues and we have used her referrals for both estate planning and tax review. Pam is an expert finance professional, but also someone who cares about our goals as a family and how we can achieve them. We can't recommend her services enough! read more

I am so grateful I took the chance to work with Golden Wealth Capital. I am in my thirties, single, and was seeking more financial guidance and knowledge to feel good about my future but was nervous and unsure where to start. I knew I needed to work with women who would really understand me and make me feel comfortable to talk about what can be a tough subject. Pamela really took the time to get to know me and understand what I valued, believed in, and my mentality around money. The questions she asked I had never even considered when it came to financial planning and I could tell the passion this company had went beyond what I would traditionally expect from a financial planning company. Pamela then used all the information to create a very specific plan and develop recommendations that I could understand and utilize. I was given multiple options with pros/cons and was educated extensively throughout. Pamela was also so kind and validating. I never once felt judged or that any of my questions were dumb. I'm more excited and confident now about my future and finances. Overall I highly recommend their financial planning services to anyone, but especially to those who aren't sure where to start and want knowledgeable, approachable, and passionate people to guide them! read more

Pamela is definition of extraordinary when it comes to personal finance. I was very impressed with her thorough knowledge of the industry and her legitimate concern for financial goals and needs. After only one meeting with her, it was obvious that she has a strong passion for caring for others and ensuring that her clients' needs are put before others. I highly recommend! read more

I spoke with Pamela a few weeks ago regarding personal finances (investments, life insurance, disability insurance, etc.) and found her knowledge and advice to be unparalleled with other advisers. I shortly found there to be gaps in my knowledge regarding some of the financial products and services that are present in order to lower my effective tax rate and better prepare for retirement, which Pamela willingly filled through offering a comprehensive look into my financial positions and offered better recommendations than I was aware of. I was impressed by her willingness to help in a genuine and unsolicited manner which I greatly appreciated. read more

Pam is an excellent resource for people hoping to organize and structure their financial plans. She is highly skilled, trustworthy, and friendly, and she was able to help my partner and I set up a plan for current and future budgeting and investing. She is a fantastic communicator - responsive, professional, and empathetic. Her systems are well-organized, and she seems very capable of accommodating people from diverse backgrounds and situations. I would recommend her to anyone hoping to gain a well-experienced perspective on their current financial situation, and to set systematic and targeted goals for their future. read more

Pam is wonderful to work with! We've been so happy with her services. Pam makes you feel comfortable, understood, and most importantly, valued. Her team provides a truly tailored client experience, which is what we were looking for. I highly recommend Fulfilled Finances! read more

Words cannot describe how much Pamela has helped and supported my husband and me. She is a true gem and we are so grateful to her. Since starting to work with her 2 years ago she has transformed our relationship with money and with each other. My husband and I are now more confident managing our finances together as partners. With her counseling and planning we have saved more money than we could have imagined and are on track for both practical things like retirement and quality of life purchases like trips and home improvements. We originally went to Pamela with stress and confusion about how to combine and organize our money after getting married. Pamela understood that this transition and concern about finances went much deeper than just figuring out the basics. Her skill set goes beyond financial planning. She understands that money affects relationships, emotions, lifestyles, and hopes and dreams for the future. Despite being a dual income household we found ourselves living paycheck to paycheck and not understanding where our money was going or how to work together to get on track. Pamela knew just how to approach this and made us both feel heard and understood. Pamela is warm, personable, and non-judgmental. She has a way of relating to people that is rare these days and that we didn't expect with a financial planner. We both think of her as a coach and major cheerleader of our relationship and future. We contacted Pamela recently when our financial situation changed and she called us back right away, not missing a beat. Even after a year she remembered us and our situation and was eager to help us navigate some very complicated financial matters. She goes above and beyond. She is available to talk, email, or text in order to answer questions and offer support and reassurance. She has reached out to tax preparers to find the right one for us and even talked to our loan officer to help us find the best financing for a home improvement project. Pamela genuinely cares and celebrates each financial effort or victory that we make. We cannot say enough about her! We don't know where we'd be without her support. We are truly lucky and grateful to have her in our life. read more

We wanted to make sure we met with a Certified Financial Planner because we didn't want to be sold any products. So we met with Pam to create a financial plan for me and my girlfriend. She was so thorough and extremely knowledgeable about how to help us get out of debt, lower our expenses and invest more towards what we want. We want to buy a house in Davis and with our new jobs she also helped us review all of our benefits at work so we can make the most of them. Highly recommend scheduling a consultation! read more

Pam is very knowledgeable when it comes to planning out your financial future! She takes the time to really listen to what your financial goals are as well as shine light into what needs to be done to truly accomplish this. She will set you up on a very realistic plan to make sure you can maximize your money and how to plan for when life happens. If you're looking for someone that will help you align with your financial dreams, dream no more and go see Pam! read more