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Golden State Welcomes Wealth Manager, Todd Schneider of Schneider Wealth Management in Southlake, TX

Written by Team Golden State,

South Coast Metro, Calif. Mar. 29, 2021: Golden State, an investment advisor registered with the SEC, announced today that Todd Schneider of Schneider Wealth Management has joined the team marking Golden State’s second location in the Lone Star State. Operating in Southlake, Texas, Todd specializes in designing a clear road map based on individual financial […]

Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA

Written by Team Golden State,

South Coast Metro, Calif. Mar. 10, 2021: Golden State Equity Partners (“Golden State”), an investment advisor registered with the SEC, is pleased to announce that Lee Jones of Tangent Retirement has joined the team. Located in South Coast Metro, California, Lee specializes in asset management with a focus on retirement and income planning. He works […]

What are the hottest categories in impact investing and why?

Written by Real Assets Adviser,

Daniel R. Catone shares his insights with Real Assets Advisor about impact investing.

Disclosure: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Golden State Welcomes Kristy Motta and Kari Raglione-Tissot of Consolidated Financial Management in Beaverton, Oregon

Written by Team Golden State,

South Coast Metro, Calif. Jan. 25, 2021: Golden State Wealth Management (“Golden State”), an investment advisor registered with the SEC, is excited to begin the new year with the announcement of another new partnership with Kristy Motta and Kari Raglione-Tissot of Consolidated Financial Management located in Beaverton, OR. Their firm marks the first DBA of […]

Meet Katherine Stellar

Written by Team Golden State,

Katherine Stellar Wealth ManagerStellar Wealth AdvisorsGeneral: 949.344.616265 EnterpriseTechSpace Building, 3rd FloorAliso Viejo, CA 92656 Business Profile With more than 20 years of wealth management experience, Katherine Stellar is an irreplaceable asset to her clients. She began her career with AG Edwards before moving to Salomon Smith Barney in 2001, where she advised clients for 14 […]

Working Mother Magazine Names Sandra Cho of Pointwealth Capital Management a 2020 Top Advisor Mom

Written by Team Golden State,

South Coast Metro, Calif., October 14, 2020 – Golden State Wealth Management (“Golden State”), a registered investment advisor, is proud to acknowledge Sandra Cho, President of Pointwealth Capital Management, a DBA of Golden State, on her most recent accolade. Working Mother magazine and SHOOK Research¹ named Sandra as one of their Top Advisor Moms for […]

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The Golden State family of companies is composed of Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State". All firms are federally registered investment advisers, registered with the SEC. The financial consultants of GSWM are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice provided by dually registered representatives affiliated with both LPL Financial and GSWM is offered through GSWM, a federally registered investment adviser. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY.