Golden State Ranked Again on Forbes America’s Top RIA Firms for 2024

by Team Golden State | Oct 10, 2024 | Front Page News, Press Releases

Golden State Ranked Again on Forbes America’s Top RIA Firms for 2024 South Coast Metro, Calif. Oct 10, 2024 – Golden State is proud to announce its ranking on the Forbes America’s Top RIA Firms list for 2024. This third annual list has 250 advisory firms with...

Golden State Wealth Management Welcomes New Advisor, Valerie Krebs

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...

Sandra Cho, Founder and President of Pointwealth Capital Management, has been Recognized as One of AdvisorHub’s 2024 100 Women Advisors to Watch

by Carissa Pierce | Jul 9, 2024 | Front Page News, 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...

Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors

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...

PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones

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...

Golden State has been recognized as one of the USA Today Best Financial Advisory Firms for 2024

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...