“Being on my own gives me great reward hearing feedback from my client telling me how thankful they are for having me in their lives and vic versa.” John Zezini, Founder & Principal, Granite Bay Wealth Management
Recognized as one of Orange County’s largest RIAs1, Golden State’s flagship office is located in South Coast Metro, California. With offices expanding across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors.
1As reported in Orange County Business Journal, June 1, 2021, based on assets under management.
Golden State offers a merger and acquisition strategy that helps their advisors grow and achieve their business goals. Finding companies to complement the vision and mission of the advisors’ businesses at Golden State is an important factor for the firm.
At Golden State, we understand the importance of having the right leaders in place should a change happen quickly. We assist our advisors in building successful succession plans for their businesses.
Coming Back Together, Creating Our Tomorrow was the theme of this year’s meeting and it was a success. It was great to see everyone in-person once again.
Our business is built on a foundation of thoughtful client relationships. What is important to you is important to us!
