South Coast Metro, Calif., June 5, 2019 – Golden State announced today on behalf of Golden State Asset Management (GSAM), an offering of equity ownership to advisors that participate in GSAM’s Turnkey Asset Management Program (TAMP). The TAMP is an SEC-approved, Registered Investment Advisor program that provides a simplified solution for advisors to better manage…
DetailsGranite Bay, Calif., August 29, 2017 (GLOBE NEWSWIRE) – Golden State Wealth Management is excited to welcome its newest Wealth Managers, Gabriella Lundqvist and Daniel Poppers of Lundqvist Wealth Strategies. Gabriella and Daniel, a husband and wife team, have joined their businesses to form Lundqvist Wealth Strategies to provide comprehensive support to help clients achieve…
DetailsMission Viejo, Calif., November 21, 2016 – Golden State Wealth Management is excited to welcome its newest Wealth Manager, Mario Vasquez of Mission Viejo, California. “I am excited to welcome Mario to the Golden State Wealth Management team. Mario’s knowledge and experience are exceptional and his commitment to providing outstanding service to his clients is…
DetailsSanta Rosa, Calif., March 3, 2017 – Golden State Wealth Management is excited to welcome its newest Wealth Manager, Christopher Bates of Santa Rosa, California. “I am excited to welcome Chris to the Golden State Wealth Management team. Chris’s combination of professional experience and personal integrity are exactly what our firm looks for in our…
DetailsSanta 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…
DetailsSouth 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…
DetailsUkiah, 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…
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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…
DetailsTORRANCE, Calif., Feb. 11, 2016 (GLOBE NEWSWIRE) — Golden State Wealth Management is excited to welcome its newest Wealth Manager, Isaac Kim of Torrance, Calif. Isaac joins the team with over 25 years of experience in public accounting and financial services. He has worked on three continents in a variety of roles including tax accounting,…
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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…
DetailsSAN 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…
DetailsGolden 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…
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