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 4, 2024 | 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 | 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 | 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 | Nov 16, 2023 | Press Releases
Golden State Welcomes its newest advisor, Mary Avella of Avella Private Wealth South Coast Metro, Calif., November, 16, 2023: Golden State, a registered investment adviser, is proud to welcome Mary Avella of Avella Private Wealth Advisors in Lafayette, California....
