Kristy has made the list for three consecutive years, as well as additional top list recognitions such as Forbes Best-in-State Women Advisors and Top Women Advisors lists.

Golden State Welcomes its newest advisor, Mary Avella of Avella Private WealthSouth Coast Metro, Calif., November, 16, 2023: Golden State, a registered investment adviser, is proud to welcome Mary Avella of Avella Private Wealth Advisors in Lafayette, California. Mary...

Golden State is proud to welcome Ben Marshall of Marshall Wealth Advisors in Lehi, Utah who has been helping clients achieve financial success for over two decades.

Golden State Welcomes Arise Wealth Management located in Minnesota, Exiting Ameriprise Financial.

Golden State Wealth Management (“Golden State”) announced today the addition of Kreat Lewis, who operates under the DBA, Crossroads Wealth Advisors (“Crossroads”), and is the eighth advisor coming from Edward Jones.

The Golden State family of companies (“Golden State”), registered investment advisers with the U.S. Securities and Exchange Commission, announced today that their affiliated company, Golden State Asset Management (“GSAM”), claims compliance with the Global Investment Performance Standards (“GIPS®”)

Golden State (“firm”) is proud to acknowledge their collaboration with LIFT Foundation (“LIFT”) to help Orange County’s needy. Most recently the firm supported LIFT’s largest event, the annual golf tournament, which took place in September at Monarch Beach Golf Links in Dana Point.

Golden State Welcomes Justin Peek of PEEK WEALTH, Exiting Edward Jones South Coast Metro, Calif. May 31, 2022: Golden State is excited to announce the addition of Justin Peek, who operates under the DBA, PEEK WEALTHTM, and is the seventh advisor coming from Edward...

“At the heart of every successful financial plan should be a deep understanding of the unique circumstances, preferences, risk tolerances and goals of each client,” says Mr. Salas.

Daniel R. Catone, Kyle Fairall and Frankie Goble of Redwood Investments has been recognized as a top Wealth Advisor.

“…Jennifer has been inspiring and empowering women professionals across industries into becoming great leaders of tomorrow…”

The wealth industry is changing by the minute with a new breed of investors. Join Daniel R. Catone on his first episode that examines the new face of wealth industry.

Golden State Welcomes Jon Larsen of Hidden Peak Investments in Holladay, Utah   South Coast Metro, Calif. Jan. 19, 2022: Golden State Equity Partners (“Golden State”) is excited to announce another new partnership with Jon Larsen of Hidden Peak Investments...

Golden State Equity Partners is pleased to announce the expansion of its Wyoming office with the addition David Leighton and his practice Heart Mountain Wealth Management.

Golden State is pleased to announce growth in New Mexico to three offices with the addition of native Bill Byford and his firm Organ Peak Financial.

Golden State and their financial advisor Michael Rohling of Rohling Wealth Management recently became capable of servicing clients in British Columbia.

As featured in the wealthmanagement.com 2021 Midyear Outlook, page 56.

Headquartered in California, Golden State now has advisors across eight additional states including Arizona, Michigan, Montana, New Mexico, Oregon, Texas, Washington, and Wyoming. The RIA has increased its advisor count by 50 percent and has more than doubled its advisory AUM to over $1.3 billion just over the last 12 months. Nearly one-half of this AUM is managed by women advisors of whom make up approximately one-quarter of the RIA’s advisor community.

The Catone and Nahas families are proud to be nominees for the 2021 Orange County Business Journal Family Business Awards.

Golden State is pleased to announce its expansion into New Mexico with the addition of Denise Herrell after leaving Level Four Advisory Services.

South Coast Metro, Calif. June 15, 2021: Golden State Wealth Management, an investment advisor registered with the SEC, is pleased to announce its expansion into Montana with the addition of Ryne Mading of Switchbacks Capital Advisory. Located in Missoula, Ryne's...

Golden State has made the Orange County Business Journal’s list of top RIAs for the third consecutive year based on AUM and SEC Filings.

South Coast Metro, Calif. April 14, 2021: Golden State, an investment advisor registered with the SEC, is pleased to announce its expansion into Arizona with the addition of David M. Eldridge, CRPC℠ of Eldridge Capital Group to the team. Located in Phoenix, David is...

Encino, CA — April 12, 2021 – Sandra Cho, founder and President of Pointwealth Capital Management in Encino, CA, has been named one of the 2021 Top Women Wealth Advisors in the nation, according to a list recently published by Forbes.

South Coast Metro, Calif. Mar. 29, 2021: Golden State, an investment advisor registered with the SEC, announced today that Todd Schneider of Schneider Wealth Management has joined the team marking Golden State’s second location in the Lone Star State. Operating in...

South Coast Metro, Calif. Mar. 10, 2021: Golden State Equity Partners (“Golden State”), an investment advisor registered with the SEC, is pleased to announce that Lee Jones of Tangent Retirement has joined the team. Located in South Coast Metro, California, Lee...

South Coast Metro, Calif. Jan. 25, 2021: Golden State Wealth Management (“Golden State”), an investment advisor registered with the SEC, is excited to begin the new year with the announcement of another new partnership with Kristy Motta and Kari Raglione-Tissot of...

South Coast Metro, Calif. Dec. 15, 2020: Golden State, a registered investment adviser, is pleased to announce that John Pak of Vector3 Wealth Management has joined the team. With the intent to transition over $90 million in client assets, John will use this as a...

South Coast Metro, Calif., October 14, 2020 – Golden State Wealth Management (“Golden State”), a registered investment advisor, is proud to acknowledge Sandra Cho, President of Pointwealth Capital Management, a DBA of Golden State, on her most recent accolade. Working...

South Coast Metro, Calif., Sept. 8, 2020 – Golden State (“company” “firm”), a registered investment advisor, announced today that Eric Ripley will be joining the company’s team as Executive Vice President of Business Development. As the company has expanded, there is...

South Coast Metro, Calif., Nov. 11, 2019 Golden State, on behalf of Golden State Wealth Management, a registered investment advisor, announced today that it welcomes its newest Wealth Manager, Alexandre Murphy with Bur Oak Wealth Management located in Houston, Texas....

By Kevin Killough Powell Tribune, Thursday, October 17, 2019 8:05 am Powell loves to distinguish itself with its friendly atmosphere. Besides making life for its residents more pleasant, this quality can attract more residents to town. Golden State Wealth...

Catone explains why Fort Bragg is just the right fit for a $1.5 billion firmBy CHRIS CALDER | October 3, 2019 at 8:56 am, FORT BRAGG ADVOCATE NEWS Daniel Catone, Karen Coverston, Kyle Fairall and Francoise Goble in Redwood Investments Fort Bragg office....

By Carrie Haderlie, Wyoming Business Report, September 14, 2019 See full article!

Jennifer Nahas Joins Golden State as Chief Marketing Officer South Coast Metro, Calif., Oct. 1, 2019 – Golden State, a registered investment advisor, announced today that Jennifer Nahas will be joining the company’s executive team in the newly created role of Chief...

South Coast Metro, Calif., July 24, 2019 – Golden State announced today on behalf of Golden State Wealth Management, its newest Wealth Manager, Robert A. Ogden of Ogden Wealth Management & Planning Services in Santa Maria, CA. Robert began his career in Accounting...

South Coast Metro, Calif., June 5, 2019 (Updated) – Golden State announced today on behalf of Golden State Asset Management (GSAM), that advisors who participate in GSAM’s Turnkey Asset Management Program (TAMP) will have the opportunity to earn equity in the firm....