Sanjay Varshney has been Partner, Principal, and Chief Compliance Officer of Goldenstone Wealth Management since July 2020, is a control person of the firm and directly owns between 50% and 75% of it. Sanjay Varshney holds an Undergraduate degree in Accounting and Financial Management from Bombay University, a Master's degree in Economics from the University of Cincinnati and a PhD in Finance from Louisiana State University.
Goldenstone Wealth Management, LLC is an El Dorado Hills, CA firm with $238M under management, 77 clients and 2 advisers in one office, as of its September 2026 filing.
Sanjay Varshney is Principal and Founder of Goldenstone Wealth Management. He has experience in the investments industry for over three decades. Before founding Goldenstone he was a senior wealth management executive at Wells Fargo Private Bank, serving as Senior Vice President and Senior Investment Strategist for California and Nevada. He is also a Professor of Finance at Sacramento State, where he served as Dean of the College of Business Administration for 10 years.
- – present · 6 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 310041
Professional designations
Listed by Goldenstone Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Sanjay Varshney is registered as an investment adviser representative in 2 states. Each was approved in August 2020.
- CaliforniaSince 4 August 2020
- TexasSince 7 August 2020
Examinations
No examinations are on Sanjay Varshney’s record.
- Full name
- Sanjay Balmukand Varshney
- CRD
- 4721550
- Firm
- Goldenstone Wealth Management · CRD 310041
- Role
- Partner, Principal, and Chief Compliance Officer
- Office
- 5170 GOLDEN FOOTHILL PARKWAY, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenstonewealth.com
Where does Sanjay Varshney work?
Sanjay Varshney has been Partner, Principal, and Chief Compliance Officer of Goldenstone Wealth Management, LLC since July 2020, and is a control person of the firm.
Is Sanjay Varshney a financial advisor?
Yes. Sanjay Varshney has a current investment-adviser registration in California and Texas, through Goldenstone Wealth Management since August 2020.
How many years of experience does Sanjay Varshney have?
Sanjay Varshney has 6 years in the financial industry, since August 2020, across 1 adviser firm.
Where is Sanjay Varshney based?
Sanjay Varshney’s registered office is in El Dorado Hills, CA.
Is Sanjay Varshney registered with FINRA?
No. Sanjay Varshney has no current broker registration.
Is Sanjay Varshney a CFA charterholder?
Goldenstone Wealth Management lists Sanjay Varshney with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Sanjay Varshney, PhD, CFA® biography, goldenstonewealth.com
How can I verify Sanjay Varshney’s record?
Search CRD 4721550 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sanjay Varshney’s full registration record.
