by Team Golden State | Mar 3, 2026 | Front Page News, Press Releases
Sandra Cho of Pointwealth Capital Management Named to Forbes 2026 Best-in-State Top Women Wealth Advisors List Powell, WY Mar. 2, 2026 —Golden State Wealth Management (“GSWM”) is pleased to announce that Forbes has recognized Sandra Cho, Founder and Wealth Advisor of...
by Team Golden State | Oct 22, 2025 | Front Page News, Press Releases
Golden State Named to Forbes Top RIA Firms for Fourth Consecutive Year South Coast Metro, CA — Oct. 22, 2025 — Golden State is proud to announce that it has again been recognized on the fourth annual Forbes | SHOOK “America’s Top RIA Firms” list — marking the firm’s...
by Team Golden State | Oct 15, 2025 | Front Page News, Press Releases
Golden State Welcomes Colton Lightner of Topwater Capital in Osprey, Florida South Coast Metro, CA — Oct. 15, 2025 — Golden State Equity Partners (Golden State) is pleased to announce that Colton Lightner, CFP®, AIF®, founder of Topwater Capital, has joined its...
by Team Golden State | Jul 16, 2025 | Front Page News, Press Releases
Golden State Welcomes John Young, CFP® of Young Global Wealth Strategies in Boulder, CO South Coast Metro, CA — July 14, 2025 — Golden State is pleased to welcome John Young, CFP®, founder of Young Global Wealth Strategies, Inc. in Boulder, Colorado, as its newest...
by Team Golden State | Apr 24, 2025 | Front Page News, Press Releases
Golden State is Recognized as One of USA Today’s Best Financial Advisory Firms for the Third Consecutive Year South Coast Metro, CA — April 24, 2025 — Golden State is proud to announce that it has once again been recognized by USA Today as one of America’s Best...
by Team Golden State | Apr 15, 2025 | Front Page News, Press Releases
Golden State’s Asset Management Program Expands Offerings and Enhances Advisor Support by Partnering with WealthShield South Coast Metro, CA – April 15, 2025 – Golden State Asset Management (“GSAM”) is pleased to announce a series of strategic enhancements designed to...
