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Press Releases

Golden State Announces Merger of Ideal Life Advisors and Lundqvist Wealth Strategies

South Coast Metro, Calif., June 02, 2020 – Golden State Wealth Management (“Golden State”), a registered investment advisor, is pleased to announce the merger of Ideal Life Advisors and Lundqvist Wealth Strategies. Acting as a Golden State DBA, Gabriella Lundqvist and Daniel Poppers of Lundqvist Wealth Strategies came from Edward Jones seeking an independent business […]

Golden State Adds Another in the Evergreen State

Welcome Kelli Young of Longevity Wealth in North Bend, WA South Coast Metro, Calif., April 28, 2020 – Golden State announced today its second Washington office and newest wealth manager, Kelli Young, the owner and founder of Longevity Wealth located in North Bend, Washington. Longevity Wealth operates as a DBA of Golden State Equity Partners […]

Meet Robert A. ”Rocky” Mills

Robert A. ”Rocky” Mills PresidentWestlake Investment AdvisorsGeneral: 805.277.-73005743 Corsa Avenue, Suite 113Westlake Village, CA 91362Email: Web: Business Profile Rocky is the founder and president of Westlake Investment Advisors. With 42 years in the investment advisory business, Rocky has held executive positions in New York and Chicago, as well as running highly acclaimed branch offices […]

Pandemics – Understanding where we are and where we may go

Historical comparisons of pandemics and the economy. Written by Daniel R. Catone | March 16, 2020 In a recent research I have found some historical examples of markets like our current one to better understand where we are and where we may go. The following information is extremely detailed and summarizes many hours of research. […]

Golden State Wealth Management Welcomes Wealth Managers Curt Howard and Brian Rasmussen

South Coast Metro, Calif., February 18, 2020 – Golden State Wealth Management announced today its newest wealth managers, Curt Howard and Brian Rasmussen. Curt is the owner and founder of Curt Howard Wealth Management & Insurance Solutions located in Yuba City, CA. He is a seasoned financial advisor who is focused on value creation and […]

Daniel R. Catone Named to Wyoming Business Report’s 40 Under 40 List

South Coast Metro, Calif., January 22, 2020 – Golden State announced today that the Wyoming Business Report has recognized Daniel R. Catone as a 40 Under 40 honoree. The awards are varied by a diverse group of men and women who reflect the very best of Wyoming. Mr. Catone, the founder and CEO of Golden […]

Advisory services may be offered through Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State. " All firms are registered investment advisers with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a particular level of skill or training.