Golden State Wealth Management Welcomes Lundqvist Wealth Strategies, Leaving Edward Jones Investments
Granite 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 their personal financial goals. Lundqvist Wealth Strategies provides an array of services, including investment management, retirement planning, insurance service, and education, tax, and social security planning.
Gabriella, a native of Sweden, came to the US on a full scholarship to play Division 1 college tennis in 1997 and is a graduate of Sacramento State University. Through dedication and hard work she has not only become a U.S. citizen, but also a business owner and entrepreneur- exemplifying what it means to live the American dream. She continues to guide her clients by setting specific goals and using strategies that focus on the larger picture.
Daniel, also a graduate of Sacramento State University, is a life-long resident of California. He has been an investor since 1995 and helping others has always come naturally to him, whether through volunteering, peer counseling, or even lifeguarding. In his free time Daniel enjoys golfing, playing guitar, traveling, photography, and spending time with his family near the surf or snow.
“I am excited to welcome Gabriella and Daniel to the Golden State Wealth Management team. Their commitment to providing outstanding service to their clients is at the very core of Golden State’s mission. I am excited that our firm can help Gabriella and Daniel to grow their practice and deliver the unparalleled service their clients have come to expect,” said John Nahas, Chief Development Officer of Golden State Wealth Management.
Daniel and Gabriella reside in Granite Bay, CA. Lundqvist Wealth Strategies can be reached by visiting lwstrategies.com or by calling (916) 573-2080.
About Golden State Wealth Management
Golden State Wealth Management is a Hybrid Registered Investment Advisor dedicated to financial professionals and their clients. We believe in providing an infrastructure and support network that allows our affiliated advisors to focus on their clients and professional development. The firm promotes practice ownership, succession planning, flexibility in investing decisions, compliance oversight, dedicated transition support, and a low-cost investment platform that benefits both advisors and investors. Our alignment with LPL Financial, the nation’s largest independent broker/dealer*, provides comprehensive tools and research necessary in today’s complex markets.
With flagship office in South Coast Metro, California and expanding offices across the country, Golden State Wealth Management is committed to creating a comfortable and luxurious atmosphere while supporting its affiliated members. Golden State Wealth Management strives to elevate the businesses of successful financial professionals through supported independence and practice ownership. The firm does this in three distinct areas; successful transitions, ongoing professional assistance, and forward-looking business planning.
Golden State Wealth Management asks that our members be motivated, legal, ethical, and profitable.
*As reported in Financial Planning magazine, June 1996-2016, based on total revenue.