Golden State Collaborates with LIFT Foundation To Support Local Communities in Need

South Coast Metro, Calif. Oct 10, 2022:

Golden State (“firm”) is proud to acknowledge their collaboration with LIFT Foundation (“LIFT”) to help Orange County’s needy. Most recently the firm supported LIFT’s largest event, the annual golf tournament, which took place in September at Monarch Beach Golf Links in Dana Point. This event marked the charity’s 10th tournament as well as 10 years since LIFT’s debut. Earlier in the year, Golden State also attended LIFT’s gala event, Bourbon and Bubbly, where many of the employees participated in hosting a table.

“The act of giving back is important to the executive members of Golden State as well as for the company. We feel it is our duty to support our local community. When we learned of LIFT Foundation and met with the board members, we knew our contributions would be a good fit,” says Jennifer Nahas, CMO of Golden State.

At Golden State’s annual advisor symposium, the firm announced a matching gifts program for affiliated advisors that donated to LIFT’s cause. LIFT’s Executive Director, Chris Vizzi, and original board member, Paul Manese, provided an announcement about LIFT’s outreach during the symposium.

About Golden State

The Golden State family of companies, comprised of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management, are investment advisers registered with the SEC and dedicated to financial professionals and their clients. The firm’s initial company was founded in 2013 by a group of executives who collectively contribute over 50 years of industry experience and has partnered with advisors serving over $3 billion in assets under care2. Golden State’s infrastructure provides an extensive support network through succession planning, compliance oversight, dedicated transition support, and a Turnkey Asset Management Program. The Golden State family of companies maintain business alignments with LPL Financial, the nation’s largest independent broker/dealer1, Raymond James, , Institutional, Charles Schwab and BNY Mellon | Pershing, some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets.

Golden State’s flagship office is located in South Coast Metro, California. With offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors. For more information about Golden State, visit www.teamgoldenstate.com.

¹Source: SEC filing as of April 30, 2022; Golden State.
²As reported in Financial Planning magazine, June 1996-2021, based on total revenue.

Investment advice may be offered through Golden State Wealth Management, Golden State Equity Partners, or Golden State Asset Management, investment advisers registered with the SEC. Registration as an investment adviser does not imply a certain level of skill or training. For information pertaining to the registration status of our firm, you may refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

About LIFT Foundation

The LIFT Foundation was formed to address the growing disparity between the rich and poor locally and internationally. Founded by a group of like-minded people dedicated to ending the cycle of poverty in communities near and far, the organization is focused on high impact results for adults and children facing high risk situations.
Every dollar we raised goes directly back into the communities and provides resources for those who have fallen victim to hard times. LIFT Foundation’s responsibility is to “lift” neighbors out of despair and put them back on their feet.
LIFT is a volunteer-run, non-profit 501(c)(3). Current supported organizations are Angel House, Precious Lamb, Mercy Warehouse, Project Self Sufficiency, and The Young and Brave.
More information about LIFT can be found at liftfoundation.us.