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Daniel Catone, a Five Star Professional!

Category: Media

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

Category: Media

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 David King

Category: Media

Golden State Wealth Management is pleased to welcome its newest affiliate, David King.  David joins the team with 10 years of experience in financial services. Previously he was affiliated with Edward Jones, and independently with LPL Financial.  Mr. King has transitioned to Golden State’s RIA platform and retains his LPL B/D affiliation.  David will continue […]

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

Category: Media

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 […]

What Do Recruiters and Food Courts Have In Common?

Category: Blog

Why does the financial services recruiting experience feel like walking through the food court at a shopping mall? We are faced with numerous food choices and eager restaurateurs offing samples of teriyaki chicken and cinnamon soft pretzels soaked in butter. Although the food to a hungry and exhausted shopper feels like stumbling into a desert […]

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

Category: Media

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 […]

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The financial consultants of Golden State are registered representatives with and securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Golden State, a Registered Investment Advisor. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY. 2019 Copyright © Golden State