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Sanjay Balmukand Varshney

Goldenstone Wealth Management

El Dorado Hills, CA

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Current Employers
Goldenstone Wealth Management

5170 Golden Foothill Parkway, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-05
TX RA APPROVED 2020-08-07
  • CA RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED
    Since 2020-08-07

Branch Locations

5170 Golden Foothill Parkway, El Dorado Hills, CA 95762 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Private Bank Roseville CA 03/2015 06/2020
California State University Sacramento CA 01/2015 Present
  • 03/2015 → 06/2020
    Wells Fargo Private Bank
    Roseville, CA
  • 01/2015 → Present
    California State University
    Sacramento, CA
Other Businesses

SACRAMENTO STATE; NOT INVESTMENT RELATED; SACRAMENTO, CA; COURSE; MANAGERIAL / CORPORATE FINANCE; PROFESSOR; START DATE 1/2015; 36 HRS PER MONTH; 0 HRS DURING TRADING.

Designations

View on SEC IAPD

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Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA
BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA
THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA
BELLWETHER CAPITAL MANAGEMENT LLC · El Dorado Hills, CA
LPL FINANCIAL LLC · EL DORADO HILLS, CA
LARSEN WEALTH MANAGEMENT · EL DORADO HILLS, CA

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