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.
Kristy Motta, of Beaverton, OR-based Consolidated Financial Management, has been recognized in Forbes Best-in-State Wealth Advisors list for the third consecutive year
Kristy has made the list for three consecutive years, as well as additional top list recognitions such as Forbes Best-in-State Women Advisors and Top Women Advisors lists.
Golden State Wealth Management proudly welcomes Kathleen Stephens, Founder of Solaris Wealth Management, to its growing team
Golden State Wealth Management (“Golden State”) announced today the addition of Kathleen Stephens, who operates under the DBA, Solaris Wealth Management (“Solaris Wealth”) located in Poway, California.
Golden State welcomes John Zamboanga and his new financial firm, Tri Valley Wealth Management
John Zamboanga joins an esteemed group of veteran financial advisors at Golden State, where he has launched his own California based wealth management firm, Tri Valley Wealth Management.
Sandra Cho and Kristy Motta named 2024 Forbes Top Women Wealth Advisors Best-in-State
Golden State Wealth Management, a registered investment adviser, is proud to announce that two of their wealth advisors have been named to the 2024 Forbes Top Women Wealth Advisor Best-in-State lists.
Golden State Welcomes its newest advisor, Mary Avella of Avella Private Wealth
Golden State Welcomes its newest advisor, Mary Avella of Avella Private WealthSouth Coast Metro, Calif., November, 16, 2023: Golden State, a registered investment adviser, is proud to welcome Mary Avella of Avella Private Wealth Advisors in Lafayette, California. Mary...
Golden State Ranked on Forbes America’s Top RIA Firms for 2023
Golden State is proud to announce its ranking on the Forbes America’s Top RIA Firms list for 2023.
Golden State opens its second Utah location welcoming Ben Marshall of Marshall Wealth Advisors
Golden State is proud to welcome Ben Marshall of Marshall Wealth Advisors in Lehi, Utah who has been helping clients achieve financial success for over two decades.
Golden State Awarded on the USA Today Best Financial Advisory Firms 2023 List
This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider.
Golden State Welcomes Arise Wealth Management
Golden State Welcomes Arise Wealth Management located in Minnesota, Exiting Ameriprise Financial.
Golden State Wealth Management Welcomes Kreat Lewis of Crossroads Wealth Advisors in Grand Junction, CO, Exiting Edward Jones
Golden State Wealth Management (“Golden State”) announced today the addition of Kreat Lewis, who operates under the DBA, Crossroads Wealth Advisors (“Crossroads”), and is the eighth advisor coming from Edward Jones.
Golden State Asset Management Announces Compliance with The Global Investment Performance Standards (GIPS®)
The Golden State family of companies (“Golden State”), registered investment advisers with the U.S. Securities and Exchange Commission, announced today that their affiliated company, Golden State Asset Management (“GSAM”), claims compliance with the Global Investment Performance Standards (“GIPS®”)
Golden State Collaborates with LIFT Foundation To Support Local Communities in Need
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.
Golden State Welcomes Justin Peek of PEEK WEALTH, Exiting Edward Jones
Golden State Welcomes Justin Peek of PEEK WEALTH, Exiting Edward Jones 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...
Golden State Expands to US Territory of Guam Welcoming Frank Salas of Legacy Wealth Management, Inc.
“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 is recognized as a 2022 Forbes Best-in-State Wealth Advisor
Daniel R. Catone, Kyle Fairall and Frankie Goble of Redwood Investments has been recognized as a top Wealth Advisor.
“Industry Era Leaders – Women” recognizes Jennifer Nahas as a 2021 Top CMO
“…Jennifer has been inspiring and empowering women professionals across industries into becoming great leaders of tomorrow…”
Launch of Fresh-Thinking New Podcast, “Money Forward”, Navigates Emergent Investors in a Transforming Global Economy
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.
Golden State Welcomes Jon Larsen of Hidden Peak Investments in Holladay, Utah
Golden State Welcomes Jon Larsen of Hidden Peak Investments in Holladay, Utah 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...
Golden State Expands its Wyoming Office with the Addition of Heart Mountain Wealth Management
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 Lands in New Mexico Again with the Addition of Bill Byford’s Two Office Practice, Organ Peak Financial
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 Crosses the Border into Canada with Raymond James Correspondent Services to Custody
Golden State and their financial advisor Michael Rohling of Rohling Wealth Management recently became capable of servicing clients in British Columbia.
The Financial Industry and Amazon: Are advisors ready for a Bezos disruption?
As featured in the wealthmanagement.com 2021 Midyear Outlook, page 56.
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...
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...
Forbes recognizes Sandra Cho as one of America’s Top Woman Wealth Advisors
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.
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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