We partner with top financial professionals, providing goal-centered investment strategies, while offering wealth advisors the autonomy to build independent, valuable, and enduring practices focused on the future of successful financial advice.
Our Growing Network of Financial Services – A Family of Companies
Golden State aims to meet the needs of top-tier, high-quality financial advisors by providing a flexible affiliation framework for those looking for fee-only, an independent hybrid RIA with a broker/dealer relationship, access to a turnkey asset management program, and additional revenue streams and services through insurance, mortgages and a digital advice platform.
201 E Sandpointe, Suite 460
South Coast Metro, CA 92707
²As reported in Financial Planning magazine, June 1996-2021, based on total revenue.
³This website has been independently produced by Golden State, is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Golden State provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction. The Golden State family of companies are unaffiliated entities from BNY Mellon | Pershing and Charles Schwab & Co., Inc. – each responsible for its own services and policies. Trademarks belong to their respective owners.