Daniel Catone, a Five Star Professional!

Recently, our founding partner, Daniel Catone, was awarded the Five Star Professional Award in Excellence for Wealth Managers.  The Five Star Award recognizes service professionals who provide quality services to their clients and is based on vigorous research and evaluation.  Congratulations Daniel! Award based on 10 objective criteria associated with providing quality services to clients such as…

LPL Financial Welcomes Sandra Cho of Pointwealth Capital Management

SAN DIEGO, Oct. 06, 2015 (GLOBE NEWSWIRE) — LPL Financial LLC, the nation’s largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that Sandra Cho of Encino, Calif., has joined the LPL broker-dealer platform. Cho has formed Pointwealth Capital Management, an independent advisor firm and will provide fee-based advisory services…

Golden State Wealth Management Welcomes Wealth Manager Katherine Stellar of Stellar Wealth Advisors, Leaving Morgan Stanley

With more than 16 years of wealth management experience, Katherine Stellar is an irreplaceable asset to her clients. Through personalized education and service, she helps clients reach their financial goals and efficiently manage their portfolios. Her ability to navigate effectively in both bear and bull markets is a specialty. From the dot com bubble burst…

Golden State Wealth Management Welcomes Wealth Manager Andrew Fiscina, Leaving First Investment Advisory Services

Golden State Wealth Management welcomes its newest affiliate, Andrew Fiscina.  With over 7 years of financial experience, Mr. Fiscina is continuing to build his business with Golden State.  Graduating from St. Mary’s College of California, Andrew began his career with State Street Bank & Trust before moving to First Investment Corporation. “Andrew is a great…