Press Releases
Golden State is Recognized as One of USA Today’s Best Financial Advisory Firms for the Third Consecutive Year
Golden State is proud to announce that it has once again been recognized by USA Today as one of America’s Best Financial Advisory Firms for 2025—marking the third year in a row the firm has received this prestigious distinction.
Golden State’s Asset Management Program Expands Offerings and Enhances Advisor Support by Partnering with WealthShield
Golden State Asset Management (“GSAM”) is pleased to announce a series of strategic enhancements designed to further empower financial advisors and their clients. These initiatives, set to launch throughout 2025, reflect GSAM’s commitment to delivering sophisticated investment strategies and increased operational support.
Pointwealth Capital Management Welcomes Glenn Hruska and Expands Assets Under Management to Over $450 Million
Pointwealth Capital Management (Pointwealth), a wealth advisory firm based in Encino, California, and DBA of Golden State Wealth Management, is proud to announce the acquisition of Glenn Hruska, an esteemed financial advisor with 33 years of experience located in Sherman Oaks, CA, along with his extensive book of business.
Golden State Ranked Again on Forbes America’s Top RIA Firms for 2024
This third annual list has 250 advisory firms with cumulative assets of more than $1.6 trillion.
Golden State Wealth Management Welcomes New Advisor, Valerie Krebs
Krebs exits Wells Fargo to establish Aurum Investment Management in Sonoma County.
Sandra Cho, Founder and President of Pointwealth Capital Management, has been Recognized as One of AdvisorHub’s 2024 100 Women Advisors to Watch
Highly respected wealth manager, Sandra Cho, stands amongst an elite list, the AdvisorHub’s 2024 100 Women Advisors to Watch.
Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors
Golden State Wealth Management (“Golden State”) announced today the addition of Ben Schulte, who operates under the DBA, Omega Wealth Management (“Omega Wealth”) located in Carlsbad, California.
PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones
PEEK WEALTH of Carlsbad, CA, a DBA of Golden State Wealth Management, has expanded its team and is excited to welcome Brett Elliott as a Financial Advisor coming from Edward Jones.
Golden State has been recognized as one of the USA Today Best Financial Advisory Firms for 2024
Golden State is proud to have been named one of USA Today’s Best Financial Advisory Firms for 2024, marking the second consecutive year that they’ve earned the prestigious accolade.
Contact
201 E Sandpointe, Suite 460
South Coast Metro, CA 92707 | 866-273-1563
Contact
201 E Sandpointe, Suite 460 South Coast Metro, CA 92707 | 866-273-1563
General Inquiries: contact@teamgoldenstate.com
Join our Team: business.development@teamgoldenstate.com
Media Inquiries: Jennifer.nahas@teamgoldenstate.com
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