by Team Golden State | Nov 2, 2022 | Press Releases
Golden State Asset Management Announces Compliance with The Global Investment Performance Standards (GIPS®) South Coast Metro, Calif. Nov. 2, 2022: The Golden State family of companies (“Golden State”), registered investment advisers with the U.S. Securities and...
by Team Golden State | Oct 12, 2022 | Press Releases
Golden State Collaborates with LIFT Foundation To Support Local Communities in Need South Coast Metro, Calif. Oct 10, 2022: Golden State (“firm”) is proud to acknowledge their collaboration with LIFT Foundation (“LIFT”) to help Orange County’s needy. Most recently the...
by Team Golden State | May 31, 2022 | Press Releases
Golden State Welcomes Justin Peek of PEEK WEALTH, Exiting Edward Jones South Coast Metro, Calif. May 31, 2022: Golden State is excited to announce the addition of Justin Peek, who operates under the DBA, PEEK WEALTHTM, and is the seventh advisor coming from Edward...
by Team Golden State | Apr 14, 2022 | Press Releases
Golden State Expands to US Territory of Guam Welcoming Frank Salas of Legacy Wealth Management, Inc. South Coast Metro, Calif. Apr. 14, 2022: Golden State is excited to announce its expansion into the US Territory of Guam with the addition of Frank Salas, who...
by Team Golden State | Apr 7, 2022 | Press Releases
Daniel R. Catone is recognized as a 2022 Forbes Best-in-State Wealth Advisor South Coast Metro, Calif. Apr, 2022: Daniel R. Catone, Kyle Fairall and Frankie Goble of Redwood Investments has been recognized as a top Wealth Advisor. About Golden State The Golden State...
