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 Financial Planner®. The office is located in Carlsbad, CA and Justin […]
“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 the state of Utah. Jon boasts over 22 years of market and […]
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.