by Team Golden State | Apr 16, 2024 | Press Releases
Kristy Motta, of Beaverton, OR-based Consolidated Financial Management, has been recognized in Forbes Best-in-State Wealth Advisors list for the third consecutive year South Coast Metro, Calif. Apr. 16, 2024 – Kristy Motta of Consolidated Financial Management has been...
by Team Golden State | Apr 10, 2024 | Articles
Embracing the Right Technology Stack: A Guide for Financial Advisors In today’s dynamic financial landscape, financial technology (fintech) plays a pivotal role in empowering financial advisors to better serve their clients, streamline operations, and stay ahead...
by Team Golden State | Apr 4, 2024 | Front Page News, Press Releases
Golden State Wealth Management proudly welcomes Kathleen Stephens,Founder of Solaris Wealth Management, to its growing team South Coast Metro, Calif. Apr. 4, 2024 – Golden State Wealth Management (“Golden State”) announced today the addition of Kathleen Stephens, who...
by Team Golden State | Mar 20, 2024 | Articles
Top five reasons to outsource your asset management Outsourcing portfolio management and utilizing a turnkey asset management program (“TAMP”), or centrally managed portfolio strategies, can offer financial advisors many benefits. There are key considerations to weigh...
by Team Golden State | Mar 19, 2024 | Front Page News, Press Releases
Golden State welcomes John Zamboanga and his new financial firm, Tri Valley Wealth Management South Coast Metro, Calif., Mar. 19, 2024 – John Zamboanga joins an esteemed group of veteran financial advisors at Golden State, where he has launched his own California...