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 […]
By Carrie Haderlie, Wyoming Business Report, September 14, 2019 See full article!
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 […]
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 […]
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 […]
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. […]
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 […]
South Coast Metro, Calif., June 5, 2019 (Updated) – Golden State announced today on behalf of Golden State Asset Management (GSAM), that advisors who participate in GSAM’s Turnkey Asset Management Program (TAMP) will have the opportunity to earn equity in the firm. The TAMP is an SEC, registered investment advisor that seeks to provide a […]