Matthew Catone joins Golden State to flourish advisory practices. South Coast Metro, Calif., Aug. 20, 2020 – Golden State (“firm” “company”), a registered investment advisor, announced today that Matthew Catone will be joining the company’s team as Executive Vice President of Business Strategy. The firm’s continued growth in recent years is positioned to expand its […]
Serving over $1.7 billion in brokerage and advisory assets2, Golden State’s infrastructure provides its network of advisors with succession planning, compliance oversight, and dedicated transition support in addition to a cost-efficient investment platform and Turnkey Asset Management Program that offers its advisors equity ownership opportunities.
South Coast Metro, Calif., June 9, 2020 – Golden State Wealth Management (“Golden State”) announced today its newest wealth manager, Brian Matz of Matz Wealth Management located in Agoura Hills, CA. Brian Matz comes to Golden State from Wedbush Securities and has over two decades of experience in the financial services industry. A Southern California […]
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 […]
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 […]
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. […]
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 […]