Daniel R. Catone is recognized as a 2022 Forbes Best-in-State Wealth Advisor

by Team Golden State | Apr 7, 2022 | Blog

“Industry Era Leaders – Women” recognizes Jennifer Nahas as a 2021 Top CMO

by Team Golden State | Mar 23, 2022 | Blog

Launch of Fresh-Thinking New Podcast, “Money Forward”, Navigates Emergent Investors in a Transforming Global Economy

by Team Golden State | Mar 1, 2022 | Blog

South Coast Metro, Calif., Mar. 1, 2022 — Golden State announced today the launch of its fresh-thinking, fun and information-packed podcast, “Money Forward.” Hosted by wealth thinker and entrepreneur, Daniel R. Catone, the program is geared toward financial service...

Golden State Welcomes Jon Larsen of Hidden Peak Investments in Holladay, Utah

by Team Golden State | Jan 19, 2022 | Blog

South Coast Metro, Calif. Jan. 19, 2022: Golden State Equity Partners (“Golden State”) is excited to announce another new partnership with Jon Larsen of Hidden Peak Investments located in Holladay, Utah. His newly formed firm marks the first DBA for Golden State in...

Golden State Expands its Wyoming Office with the Addition of Heart Mountain Wealth Management

by Team Golden State | Dec 20, 2021 | Blog

South Coast Metro, Calif. December 20, 2021: Golden State Equity Partners is pleased to announce the expansion of its Wyoming office with the addition David Leighton and his practice Heart Mountain Wealth Management. David, coming from Legacy Financial Partners, an...

Jordan Vander Poorten Brings His Newport Beach Firm, TVN Wealth Management, to Golden State

by Team Golden State | Dec 9, 2021 | Blog

South Coast Metro, Calif. Dec. 9, 2021: Golden State, an investment advisor registered with the U.S. Securities and Exchange Commission, continues to expand their presence in California with the addition of Jordan Vander Poorten and his firm TVN Wealth Management...