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Department of
SOCIAL SERVICES

Community Care Licensing


COMPLAINT INVESTIGATION REPORT

Facility Number: 374602369
Report Date: 10/17/2025
Date Signed: 10/17/2025 02:59:42 PM

Unsubstantiated


STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
SAN DIEGO RO, 7575 METROPOLITAN DR. #109
SAN DIEGO, CA 92108
This is an official report of an unannounced visit/investigation of a complaint received in our office on
08/26/2024 and conducted by Evaluator Jill Clancy-Czuleger
COMPLAINT CONTROL NUMBER: 08-AS-20240826155025
FACILITY NAME:GOLDEN LIVING HEALTH MANAGEMENT, INC.FACILITY NUMBER:
374602369
ADMINISTRATOR:ROCIO GRANDAFACILITY TYPE:
740
ADDRESS:3223 DUKE STREETTELEPHONE:
(619) 222-1109
CITY:SAN DIEGOSTATE: CAZIP CODE:
92110
CAPACITY:113CENSUS: DATE:
10/17/2025
UNANNOUNCEDTIME BEGAN:
02:45 PM
MET WITH:Rocio Granda, Administrator TIME COMPLETED:
03:00 PM
ALLEGATION(S):
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Facility staff financially abuse resident
INVESTIGATION FINDINGS:
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On 10/17/2025 at 3:30PM, Licensing Program Analysts (LPAs) J. Clancy-Czuleger meet virtually via Teams to deliver findings for the above allegations. LPA explained the purpose of the visit with Administrator Rocio Granda.
During the course of investigation, the Department conducted interviews with staff, the residents’ family, and the reporting party. Records were reviewed and obtained, including an audit report. A Report of Suspected Dependent Adult/Elder Abuse (SOC 341) on 8/22/2024 reporting fraudulent transactions on R1 bank account.
On the allegation: Facility staff financially abused a resident
8/22/2024 it was reported that there were fraudulent transactions on R1 bank account. R1 was accompanied to a branch by four social workers, and they requested a Debit Card for R1’s account. Since this required R1’s consent, this was discussed with R1 and he stated that he only wanted to make a balance inquiry, not obtain a debit card.
Continued on LIC 9099C...
Unsubstantiated
Estimated Days of Completion:
SUPERVISORS NAME: Harpreet Humpal
LICENSING EVALUATOR NAME: Jill Clancy-Czuleger
LICENSING EVALUATOR SIGNATURE:

DATE: 10/17/2025
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 10/17/2025
This report must be available at Child Care and Group Home facilities for public review for 3 years.
LIC9099 (FAS) - (06/04)
Page: 1 of 2
Control Number 08-AS-20240826155025
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
SAN DIEGO RO, 7575 METROPOLITAN DR. #109
SAN DIEGO, CA 92108
FACILITY NAME: GOLDEN LIVING HEALTH MANAGEMENT, INC.
FACILITY NUMBER: 374602369
VISIT DATE: 10/17/2025
NARRATIVE
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...Continued from LIC 9099

Excessive transactions were made on R1’s account from March 2024 to April 2024 that appeared suspicious.

A letter dated 12/21/2022 was a product stating there were issues with R1’s finances due to his memory and confusion with transactions. According to R1’s physician’s report dated 4/26/2023, R1 was exhibiting mild cognitive impairment and was unable to manage his own cash resources. Additionally, R1 was non-ambulatory and could not leave the facility unassisted. In interviews with S1 they state the facility did not handle resident finances. Residents handled their own finances with assistance from companies like Telecare or through conservators.

In video surveillance from a bank visit to BluPeak Credit Union on 12/5/2023., an individual escorted R1 to the bank. Based on interviews with the facility staff, this individual was not identified as a facility staff. Additionally, R1 did not recognize the individual, nor did he know her name. The activity appears suspicious, and the auditor could not identify where the cash was deposited.

Video surveillance from a bank visit to BluPeak Credit Union on 8/22/2024, Showed R1 entering the branch by four individuals. W1 was interviewed and she stated that the one of the Case Managers (identified as a Caucasian female with short hair), was described as “overpowering” during this visit and was asked to walk away from the counter so that W1 could speak to R1 alone. W1 stated that the Case Manager was answering questions for R1. R1 told W1 that the Case Managers went through his belongings in his room and told him to be quiet. S1 was able to identify one individual as a Telecare Case Manager in the video on 8/22/2024. However, S1 could not identify the other individuals, and S1 stated they were not facility staff.

Although the allegation may have happened or is valid, there is not a preponderance of evidence to prove the alleged violation did or did not occur, therefore the allegation is UNSUBSTANTIATED.


Exit interview conducted and a copy of this report provided via email.

SUPERVISORS NAME: Harpreet Humpal
LICENSING EVALUATOR NAME: Jill Clancy-Czuleger
LICENSING EVALUATOR SIGNATURE:

DATE: 10/17/2025
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 10/17/2025
LIC9099 (FAS) - (06/04)
Page: 2 of 2