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.

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What are the hottest categories in impact investing and why?

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.
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Golden State Welcomes Wealth Manager Brian Matz

South Coast Metro, Calif., June 9, 2020 – Golden State Wealth Management (“Golden State”) announced today its newest wealth manager, Brian Matz of Matz Wealth Management located in Agoura Hills, CA. Brian Matz comes to Golden State from Wedbush Securities and has over...

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Golden State Adds Another in the Evergreen State

Welcome Kelli Young of Longevity Wealth in North Bend, WA South Coast Metro, Calif., April 28, 2020 – Golden State announced today its second Washington office and newest wealth manager, Kelli Young, the owner and founder of Longevity Wealth located in North Bend,...

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Jennifer Nahas Joins Golden State

Jennifer Nahas Joins Golden State as Chief Marketing Officer South Coast Metro, Calif., Oct. 1, 2019 – Golden State, a registered investment advisor, announced today that Jennifer Nahas will be joining the company’s executive team in the newly created role of Chief...

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¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.