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

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...

Golden State Wealth Management proudly welcomes Kathleen Stephens, Founder of Solaris Wealth Management, to its growing team

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...

Golden State welcomes John Zamboanga and his new financial firm, Tri Valley Wealth Management

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...

Sandra Cho and Kristy Motta named 2024 Forbes Top Women Wealth Advisors Best-in-State

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...

Golden State Welcomes its newest advisor, Mary Avella of Avella Private Wealth

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....

Golden State Ranked on Forbes America’s Top RIA Firms for 2023

by Team Golden State | Oct 17, 2023 | Press Releases

Golden State Ranked on Forbes America’s Top RIA Firms for 2023 South Coast Metro (Santa Ana), Calif. October 17, 2023: Golden State is proud to announce its ranking on the Forbes America’s Top RIA Firms list for 2023. This second annual list has 250 advisory firms...