As featured in the wealthmanagement.com 2021 Market Outlook
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 launching pad to continue to grow his business. He comes […]
Katherine Stellar Wealth ManagerStellar Wealth AdvisorsGeneral: 949.344.616265 EnterpriseTechSpace Building, 3rd FloorAliso Viejo, CA 92656 Business Profile With more than 20 years of wealth management experience, Katherine Stellar is an irreplaceable asset to her clients. She began her career with AG Edwards before moving to Salomon Smith Barney in 2001, where she advised clients for 14 […]
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 Mother magazine and SHOOK Research¹ named Sandra as one of their Top Advisor Moms for […]
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 a relevant need to have a dedicated in-house resource to drive the recruitment strategy […]
As featured in the wealthmanagement.com 2020 Midyear Outlook
Matthew Catone joins Golden State to flourish advisory practices. South Coast Metro, Calif., Aug. 20, 2020 – Golden State (“firm” “company”), a registered investment advisor, announced today that Matthew Catone will be joining the company’s team as Executive Vice President of Business Strategy. The firm’s continued growth in recent years is positioned to expand its […]
Serving over $1.7 billion in brokerage and advisory assets2, Golden State’s infrastructure provides its network of advisors with succession planning, compliance oversight, and dedicated transition support in addition to a cost-efficient investment platform and Turnkey Asset Management Program that offers its advisors equity ownership opportunities.