Golden State is pleased to announce growth in New Mexico to three offices with the addition of native Bill Byford and his firm Organ Peak Financial.
Golden State and their financial advisor Michael Rohling of Rohling Wealth Management recently became capable of servicing clients in British Columbia.
As featured in the wealthmanagement.com 2021 Midyear Outlook, page 56.
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.
The Catone and Nahas families are proud to be nominees for the 2021 Orange County Business Journal Family Business Awards.
Golden State is pleased to announce its expansion into New Mexico with the addition of Denise Herrell after leaving Level Four Advisory Services.
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 […]
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.
