Discover the Number You Need to Retire Well and Know Exactly How to Get There
Book a free call and we'll help you find your target retirement number and give you an action plan to get there.
Book a free call and we'll help you find your target retirement number and give you an action plan to get there.
Wondering If You are Saving Enough?
You’ve worked hard throughout your life and deserve to enjoy your golden years. Unfortunately, many people underestimate how much they need to retire, and that can lead to them not having enough, or having just enough to scrape by. Let us help you retire comfortably.
Wondering If You are Saving Enough?
You’ve worked hard throughout your life and deserve to enjoy your golden years. Unfortunately, many people underestimate how much they need to retire, and that can lead to them not having enough, or having just enough to scrape by. Let us help you retire comfortably.
Create a Plan of Action
We've spent more than two decades helping clients turn retirement dreams into reality. Our holistic approach goes beyond mere number-crunching. Think of us as your personal financial concierge, showing you the way through a worry-free retirement.
Be encouraged by your retirement plan knowing you will have enough. By understanding where you are going and considering all possible scenarios for what you may need, you can have a clear plan of action in order to live fully in retirement.
Create a Plan of Action
We've spent more than two decades helping clients turn retirement dreams into reality. Our holistic approach goes beyond mere number-crunching. Think of us as your personal financial concierge, showing you the way through a worry-free retirement.
Be encouraged by your retirement plan knowing you will have enough. By understanding where you are going and considering all possible scenarios for what you may need, you can have a clear plan of action in order to live fully in retirement.
We’ll Help You Get on Track
Talk to our team of wealth advisors and we will help you clearly see how to reach your retirement goals. We’ll ask you the right questions, help you discover how much money you need for retirement, and give you suggested steps to get there.
We’ll Help You Get on Track
Talk to our team of wealth advisors and we will help you clearly see how to reach your retirement goals. We’ll ask you the right questions, help you discover how much money you need for retirement, and give you suggested steps to get there.
Is Scheduling a Call Right for You?
If your collective retirement savings exceed $250,000, you qualify for a complimentary session with one of our wealth advisors. This is a purely informational session; not a sales pitch. We’ll help you pinpoint your goals and recommend a plan of action to get there.
Is Scheduling a Call Right for You?
If your collective retirement savings exceed $250,000, you qualify for a complimentary session with one of our wealth advisors. This is a purely informational session; not a sales pitch. We’ll help you pinpoint your goals and recommend a plan of action to get there.
What Clients are Saying
“Sandra Cho and the Pointwealth Team have been an incredible help to me and my family. Their expertise and knowledge have been invaluable in helping us make the best decisions for our financial future. They take the time to listen to our concerns and strive to ensure that we are comfortable with our decisions. They go beyond simple formulas of stock/bonds mix and strive to find financial products best suited to our needs. Their ability to explain complex concepts in simple terms is impressive, and they are always available to answer questions. I trust Sandra and the team completely and highly recommend them to anyone looking for a great financial advisor.”
Vladimir B.
Los Angeles, CA
Chad M.
San Fernando Valley, CA
These statements are testimonials by clients of the financial professional as of 08/27/2024. The clients have not received or been paid any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials. These views may not be representative of the views of other clients and are not indicative of future performance or success.
What Clients are Saying
“Sandra Cho and the Pointwealth Team have been an incredible help to me and my family. Their expertise and knowledge have been invaluable in helping us make the best decisions for our financial future. They take the time to listen to our concerns and strive to ensure that we are comfortable with our decisions. They go beyond simple formulas of stock/bonds mix and strive to find financial products best suited to our needs. Their ability to explain complex concepts in simple terms is impressive, and they are always available to answer questions. I trust Sandra and the team completely and highly recommend them to anyone looking for a great financial advisor.”
Vladimir B.
Los Angeles, CA
“My family has been a client of Pointwealth Capital Management for 8 years. Sandra and her team are very professional and welcoming. Sandra and the team’s expertise and knowledge has been so helpful when it comes to making the best decisions for our financial future. They are able to explain concepts with ease and are always available for questions.
Pointwealth Capital Management goes above and beyond to meet our needs. I would recommend Sandra and her team to anyone looking for investment plans.”
Chad M.
San Fernando Valley, CA
These statements are testimonials by clients of the financial professional as of 08/27/2024. The clients have not received or been paid any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials. These views may not be representative of the views of other clients and are not indicative of future performance or success.
More About Pointwealth
About Us
Our Pointwealth Capital Management advisors have a breadth of experience from many different industries, which helps us take a worldly approach when working with individuals and families. The firm is led by Sandra Cho, who has over 20 years of experience as a financial advisor and has been consistently in the top 5% of LPL Financial Advisors nationwide in production¹. She has also 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, Investment News Women to Watch in 2022⁴, and a Forbes Top Women Wealth Advisor in 2020 and 2021⁵. The Pointwealth office is located in Encino, California.
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.
As Seen on Yahoo! Finance
Featured on Schwab Network
Your Dedicated Team
More About Pointwealth
About Us
Our Pointwealth Capital Management advisors have a breadth of experience from many different industries, which helps us take a worldly approach when working with individuals and families. The firm is led by Sandra Cho, who has over 20 years of experience as a financial advisor and has been consistently in the top 5% of LPL Financial Advisors nationwide in production¹. She has also 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, Investment News Women to Watch in 2022⁴, and a Forbes Top Women Wealth Advisor in 2020 and 2021⁵. The Pointwealth office is located in Encino, California.
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.
As Seen on Yahoo! Finance
Featured on Schwab Network
Your Dedicated Team
Your Retirement Plan Awaits!
Schedule your call today and we’ll pair you with the perfect wealth advisor from our team to put together your complimentary retirement plan along with action steps.
Your Retirement Plan Awaits!
Schedule your call today and we’ll pair you with the perfect wealth advisor from our team to put together your complimentary retirement plan along with action steps.
© 2024 Pointwealth Capital Management. All Rights Reserved. | Privacy | Terms | Contact
This site is not part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.
The financial consultants of Pointwealth Capital Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management. A registered investment advisor. Golden State Wealth Management and Pointwealth Capital Management are separate entities from LPL Financial.
[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.
Digital Marketing by RISEABLE
© 2024 Pointwealth Capital Management. All Rights Reserved. | Privacy | Terms | Contact
This site is not part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.
The financial consultants of Pointwealth Capital Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management. A registered investment advisor. Golden State Wealth Management and Pointwealth Capital Management are separate entities from LPL Financial.
[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.
Digital Marketing by RISEABLE