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.
Press Releases
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 passionate about helping clients navigate important life decisions and achieve their […]
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.
Golden State Welcomes Wealth Manager, Todd Schneider of Schneider Wealth Management in Southlake, TX
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 Southlake, Texas, Todd specializes in designing a clear road map based on individual financial […]
Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA
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 specializes in asset management with a focus on retirement and income planning. He works […]
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.
Golden State Welcomes Kristy Motta and Kari Raglione-Tissot of Consolidated Financial Management in Beaverton, Oregon
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 Consolidated Financial Management located in Beaverton, OR. Their firm marks the first DBA of […]
Intersection of Technology and Finance
As featured in the wealthmanagement.com 2021 Market Outlook