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 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...
by Team Golden State | Feb 22, 2024 | Front Page News, Press Releases
Sandra Cho and Kristy Motta named 2024 Forbes Top Women Wealth Advisors Best-in-State South Coast Metro, Calif., Feb. 22, 2024 – Golden State Wealth Management, a registered investment adviser, is proud to announce that two of their wealth advisors have been named to...
by Team Golden State | Mar 30, 2023 | Front Page News, Press Releases
Golden State Awarded on the USA Today Best Financial Advisory Firms 2023 List South Coast Metro, Calif. May 30, 2023: Golden State has been awarded on the USA Today list of Best Financial Advisory Firms 2023. This prestigious award is presented by USA Today and...
