The Financial Industry and Amazon: Are advisors ready for a Bezos disruption?
As featured in the wealthmanagement.com 2021 Midyear Outlook, page 56.
Media
Golden State Continues to Attract Top Advisors as They Rapidly Expand Across the Country
Headquartered in California, Golden State now has advisors across eight additional states including Arizona, Michigan, Montana, New Mexico, Oregon, Texas, Washington, and Wyoming. The RIA has increased its advisor count by 50 percent and has more than doubled its advisory AUM to over $1.3 billion just over the last 12 months. Nearly one-half of this AUM is managed by women advisors of whom make up approximately one-quarter of the RIA’s advisor community.
2021 OCBJ Family-Owned Business Award Nominee – Catone and Nahas Families
The Catone and Nahas families are proud to be nominees for the 2021 Orange County Business Journal Family Business Awards.
Golden State Enters New Mexico Welcoming Denise Herrell
Golden State is pleased to announce its expansion into New Mexico with the addition of Denise Herrell after leaving Level Four Advisory Services.
Golden State expands to Montana welcoming Ryne Mading of Switchbacks Capital Advisory
South Coast Metro, Calif. June 15, 2021: Golden State Wealth Management, an investment advisor registered with the SEC, is pleased to announce its expansion into Montana with the addition of Ryne Mading of Switchbacks Capital Advisory. Located in Missoula, Ryne’s client-centric and technology-driven practice focuses on high-net-worth families and business owners. Understanding that each client […]
Meet Ideal Life Advisors
Ideal Life Financial advisors was formed in 2011 with the goal of delivering independent financial guidance to their clients. We are a group with a deep commitment to improving our client’s lives through financial management. We aim to partner with and inspire our clients to live their Ideal Life by making informed and thoughtful financial decisions to benefit them and their families.
Golden State is recognized as a top RIA of Orange County, CA
Golden State has made the Orange County Business Journal’s list of top RIAs for the third consecutive year based on AUM and SEC Filings.
Golden State expands into Arizona, welcoming David M. Eldridge of Eldridge Capital Group
South Coast Metro, Calif. April 14, 2021: Golden State, an investment advisor registered with the SEC, is pleased to announce its expansion into Arizona with the addition of David M. Eldridge, CRPC℠ of Eldridge Capital Group to the team. Located in Phoenix, David is passionate about helping clients navigate important life decisions and achieve their […]