by Team Golden State | May 10, 2024 | Articles
Maximizing Momentum with Efficient Business Operations for Financial Advisors Transitioning to a Registered Investment Advisor (RIA) marks a significant milestone in your career as a financial advisor. With this move, you may gain newfound independence and flexibility...
by Team Golden State | May 9, 2024 | Press Releases
PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones South Coast Metro, Calif. May 9, 2024 – PEEK WEALTH of Carlsbad, CA, a DBA of Golden State Wealth Management, has expanded its team and is excited to...
by Team Golden State | Apr 24, 2024 | Front Page News, Press Releases
Golden State has been recognized as one of the USA Today Best Financial Advisory Firms for 2024 South Coast Metro, Calif. Apr. 25, 2024 – Golden State is proud to have been named one of USA Today’s Best Financial Advisory Firms for 2024, marking the second consecutive...
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...
