by Team Golden State | Sep 3, 2024 | Press Releases
Golden State Wealth Management Welcomes New Advisor, Valerie Krebs Krebs exits Wells Fargo to establish Aurum Investment Management in Sonoma County South Coast Metro, Calif. Sept 3, 2024: Golden State Wealth Management (“Golden State”) announced today the addition of...
by Carissa Pierce | Jul 9, 2024 | Press Releases
Sandra Cho, Founder and President of Pointwealth Capital Management, has been Recognized as One of AdvisorHub’s 2024 100 Women Advisors to Watch South Coast Metro, Calif. July 9, 2024: Golden State Wealth Management is thrilled to announce that Sandra Cho, one of our...
by Team Golden State | Jun 19, 2024 | Press Releases
Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors South Coast Metro, Calif. June 24, 2024 – Golden State Wealth Management (“Golden State”) announced today the addition of Ben Schulte, who...
by Team Golden State | May 10, 2024 | Articles
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...
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
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...
