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Golden State Wealth Management Welcomes Wealth Manager Justin Vestman, Leaving J.P. Morgan Securities, LLC

Category: Media

Santa Monica, Calif., August 3, 2016 (GLOBE NEWSWIRE) – Golden State Wealth Management welcomes its newest Wealth Manager, Justin Vestman of Santa Monica, California. Justin specializes in providing goal based financial and retirement planning and asset preservation to small business owners, individuals, and families. Justin joins the team with over 9 years of experience as […]

Golden State Wealth Management Welcomes Wealth Manager Joseph Azzopardi, Leaving J.P. Morgan Securities, LLC

Category: Media

South Coast Metro, Calif., June 30, 2016 (GLOBE NEWSWIRE) – Golden State Wealth Management welcomes its newest Wealth Manager, Joseph Azzopardi of Orange County, California. Joseph joins the team with over 10 years of experience in financial services. After earning his B.S. in Finance from Cal State Long Beach, Joseph started his career with Northwestern […]

Mendo Lake Credit Union Partners with Golden State Wealth Management to Provide Financial Advisory Services to Members

Category: Media

Ukiah, California – July, 20 2016 – Mendo Lake Credit Union has been providing quality financial services to residents of Mendocino and Lake county since 1959.  The credit union’s vision is to empower both individual and community prosperity to assist in making Lake and Mendocino counties great places to work.  With that in mind, Mendo […]

Hungry Indie RIAs Set to Gorge on M&A

Category: Media

Despite last year’s sluggish market returns, independent RIAs racked up a banner year of deal-making activity. And after a strong start, this year is shaping up to keep pace as maturing RIAs — and the emergence of a new breed of “serial acquirers” — start to proliferate across a growing wealth management field. At least […]

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 […]

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