Our Mission
Pointwealth Capital Management is your team, focused on creating a customized investment portfolio for your unique situation, whether you are a senior executive requiring complex financial solutions, a working professional preparing for your retirement, or a retiree looking to preserve your wealth. We believe that every successful outcome begins with a plan, incorporates suitable strategies, and grows into an on-going dynamic relationship between the advisor and the client.
Our goal is to smooth the path for our clients during every part of their journey.
About Us
Sandra Cho is the Founder and President of Pointwealth Capital Management in Encino, California specializing in comprehensive, generational wealth management.
The advisors of Golden State Wealth Management, DBA Pointwealth Capital Management collectively manage over $200 million in brokerage and advisory assets as of 1/24/2024.
With 20 years in the financial services industry, Ms. Cho has been consistently in the top 5% of LPL Financial Advisors nationwide in production1. She has been recognized as a Forbes Best-In-State Top Women Wealth Advisor in 2022, 2023, and 20242, AdvisorHub 100 Women Advisors to Watch in 20243, an Investment News Women to Watch in 20224, and a Forbes Top Women Wealth Advisor in 2020 and 20215.
Ms. Cho received her undergraduate degree from University of California at Irvine and studied Financial Planning at UCLA.
Sandra Cho is a mother of two kids, three step-kids, and a cat, and currently lives in Mar Vista, California.
Accomplishments
– Forbes Best-In-State Top Women Wealth Advisor 2022, 2023, and 2024, AdvisorHub 100 Women Advisors to Watch 2024, Investment News Women to Watch 2022, and Forbes Top Women Wealth Advisor 2020 and 2021
– Chairman’s Club: Awarded to less than 5% of LPL advisors nationwide. Achievement is based on annual production among LPL Advisors only
– One of the first Private Client Advisors chosen to spearhead the Chase Private Client group for Chase Bank
– 11 state licenses
– Holds a Series 7 and Series 63 through LPL Financial, Series 66 through both Golden State Wealth Management and LPL Financial
– Life, Accident and Health licensed, CA Insurance License #0E17268
– Completed Financial Planning curriculum at UCLA
– Featured in Forbes, Newsweek, Bloomberg, Global News Wire, Morningstar, The Street, Financial Advisor IQ, Investment News, MarketWatch, Financial Planning News
– Mother of two children and three step-children
– Decorated former Navy Reservist
– Traveled to over 50 countries, conversational in French
– Previous church council member and head of financial stewardship, mentored foster youth
Meet Our Team
Sandra Cho
Founder and President
Edward Suero
Wealth Advisor
Matthew Montefusco
Wealth Advisor
Tingting “Zoe” Liu, CFA
Operations Manager/Portfolio Management Analyst
Brett Brinkman
Client Service
[1] LPL Chairman’s Club: Awarded to less than 5% of LPL advisors nationwide. Achievement is based on annual production among LPL Advisors only.
[2]The Forbes ranking of America Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
[3]AdvisorHub nominees are required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation.
[4]Investment News will review nominees eligibility for the list based on the following criteria: demonstrated success and leadership in the financial advisory industry the ability or power to effect change in the industry exhibited a willingness to share her expertise with others in the field, including serving as a mentor or role model to other female professionals in the industry and speaking at industry events and giving back to her community through such activities as sitting on boards, volunteering and donating time to help investors.
[5]The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.