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...
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...
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...
