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Golden State Expands to Texas Welcoming Alexandre Murphy from Edward Jones

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. This addition accounts for Golden State’s sixth advisor coming from Edward Jones. “I am pleased […]


Drawn to friendly atmosphere, California wealth manager becomes Powellite

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 Management CEO Daniel Catone was so taken in by it, he moved his family here from California. “I […]


Redwood Investments Founder Honored

Catone explains why Fort Bragg is just the right fit for a $1.5 billion firm By CHRIS CALDER | October 3, 2019 at 8:56 am, FORT BRAGG ADVOCATE NEWS Daniel Catone has made Redwood Investment Group into a small town operation. Its offices on Main Street in Fort Bragg are located in a historic bank building (the […]


Jennifer Nahas Joins Golden State

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 Marketing Officer.   Golden State has experienced accelerated growth in recent years and […]


Golden State Signs Custodial Agreement with TD Ameritrade Institutional

South Coast Metro, Calif., Sept. 11, 2019 – Golden State, on behalf of Golden State Wealth Management, a registered investment advisor, announced today that it has entered into a custodial agreement with TD Ameritrade Institutional, a leader in U.S. retail trading. Golden State affiliated financial advisors now have an additional custodial option available and can access […]


Meet Sandra Cho

Sandra Cho Founder & PresidentPointwealth Capital Management CA Insurance Lic# OE17268 General: 818.392.3979 Direct: 818.905.3977 Fax: 818.484.2266 16130 Ventura Blvd, 5th floor, Suite 590 Encino CA 91436 Email: [email protected] Web:  http://www.pointwealthcapitalmanagement.com/ Business Profile Sandra Cho is the Founder and President of Pointwealth Capital Management, a boutique wealth management firm in Encino, California specializing in comprehensive, generational […]


Golden State Welcomes Robert A. Ogden of Ogden Wealth Management

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 in 1972 and became a Certified Public Accountant in California in 1975. […]


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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