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.

Krebs exits Wells Fargo to establish Aurum Investment Management in Sonoma County.

Highly respected wealth manager, Sandra Cho, stands amongst an elite list, the AdvisorHub’s 2024 100 Women Advisors to Watch.

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 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.

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 (“Golden State”) announced today the addition of Kathleen Stephens, who operates under the DBA, Solaris Wealth Management (“Solaris Wealth”) located in Poway, California.

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.

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 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 is proud to announce its ranking on the Forbes America’s Top RIA Firms list for 2023.

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.

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 located in Minnesota, Exiting Ameriprise Financial.

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.

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 (“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 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...

“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.

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 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 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.