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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. […]


Daniel R. Catone named to InvestmentNews’ 2019 40 Under 40 List

South Coast Metro, Calif., June 17, 2019 – InvestmentNews has recognized Daniel R. Catone as a 2019 40 Under 40 Honoree. Mr. Catone was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. “The greatest gift you […]


Golden State Offers Advisors Equity Ownership in its Turnkey Asset Management Program

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 […]


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 […]


Golden State Wealth Management Welcomes Wealth Manager Mario Vasquez, Leaving J.P. Morgan Securities, LLC

Mission 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 […]


Golden State Wealth Management Welcomes Wealth Manager Christopher Bates, Leaving J.P. Morgan Securities LLC

Santa 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 […]


Market Update: Tuesday, February 21, 2017

Market Update Stock advance continues following record-setting week. (10:15am ET) U.S. stocks are moving higher in early trading as markets reopen following the Presidents’ Day holiday. All three major averages ended the prior week at record highs; the S&P 500 (+0.2%) advanced modestly as telecom (+0.9%) was the best performing sector. Equities in Asia closed […]


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