Golden State (“firm”) is proud to acknowledge their collaboration with LIFT Foundation (“LIFT”) to help Orange County’s needy. Most recently the firm supported LIFT’s largest event, the annual golf tournament, which took place in September at Monarch Beach Golf Links in Dana Point.

South Coast Metro, Calif. May 31, 2022: Golden State is excited to announce the addition of Justin Peek, who operates under the DBA, PEEK WEALTHTM, and is the seventh advisor coming from Edward Jones. Justin serves as President of PEEK WEALTH and is a Certified...

“At the heart of every successful financial plan should be a deep understanding of the unique circumstances, preferences, risk tolerances and goals of each client,” says Mr. Salas.

Daniel R. Catone, Kyle Fairall and Frankie Goble of Redwood Investments has been recognized as a top Wealth Advisor.

“…Jennifer has been inspiring and empowering women professionals across industries into becoming great leaders of tomorrow…”

The wealth industry is changing by the minute with a new breed of investors. Join Daniel R. Catone on his first episode that examines the new face of wealth industry.

South Coast Metro, Calif. Jan. 19, 2022: Golden State Equity Partners (“Golden State”) is excited to announce another new partnership with Jon Larsen of Hidden Peak Investments located in Holladay, Utah. His newly formed firm marks the first DBA for Golden State in...

Golden State Equity Partners is pleased to announce the expansion of its Wyoming office with the addition David Leighton and his practice Heart Mountain Wealth Management.

Golden State continues to expand their presence in California with the addition of Jordan Vander Poorten and his firm TVN Wealth Management located in Newport Beach, CA.

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...

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.

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...

Encino, CA — April 12, 2021 – Sandra Cho, founder and President of Pointwealth Capital Management in Encino, CA, has been named one of the 2021 Top Women Wealth Advisors in the nation, according to a list recently published by Forbes.

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...

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...

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

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...

As featured in the wealthmanagement.com 2021 Market Outlook

South Coast Metro, Calif. Dec. 15, 2020: Golden State, a registered investment adviser, is pleased to announce that John Pak of Vector3 Wealth Management has joined the team. With the intent to transition over $90 million in client assets, John will use this as a...

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...

South Coast Metro, Calif., Sept. 8, 2020 – Golden State (“company” “firm”), a registered investment advisor, announced today that Eric Ripley will be joining the company’s team as Executive Vice President of Business Development. As the company has expanded, there is...

As featured in the wealthmanagement.com 2020 Midyear Outlook

By Carrie Haderlie, Wyoming Business Report, September 14, 2019 See full article!

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...