Forbes Recognizes Sandra Cho as One of America’s Top Woman Wealth Advisors
April 12, 2021 08:00 ET
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Golden State
ENCINO, Calif., April 12, 2021 (GLOBE NEWSWIRE) -- 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...
Golden State Welcomes Wealth Manager, Todd Schneider of Schneider Wealth Management in Southlake, TX
March 29, 2021 08:00 ET
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Golden State
SOUTH COAST METRO, Calif., March 29, 2021 (GLOBE NEWSWIRE) -- Golden State, an investment advisor registered with the SEC, announced today that Todd Schneider of Schneider Wealth Management has...
Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA
March 10, 2021 08:00 ET
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Golden State
SOUTH COAST METRO, Calif., March 10, 2021 (GLOBE NEWSWIRE) -- Golden State Equity Partners (“Golden State”), an investment advisor registered with the SEC, is pleased to announce that Lee Jones of...
Golden State Welcomes Kristy Motta and Kari Raglione-Tissot of Consolidated Financial Management in Beaverton, Oregon
January 25, 2021 08:00 ET
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Golden State
SOUTH COAST METRO, Calif., Jan. 25, 2021 (GLOBE NEWSWIRE) -- Golden State Wealth Management (“Golden State”), an investment advisor registered with the SEC, is excited to begin the new year with the...
Golden State Welcomes Wealth Manager, John Pak of Vector3 Wealth Management in Santa Cruz, CA
December 15, 2020 09:00 ET
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Golden State
South Coast Metro, Calif., Dec. 15, 2020 (GLOBE NEWSWIRE) -- Golden State, a registered investment adviser, is pleased to announce that John Pak of Vector3 Wealth Management has joined the team....
Working Mother Magazine Names Sandra Cho of Pointwealth Capital Management a 2020 Top Advisor Mom
October 14, 2020 08:00 ET
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Golden State
SOUTH COAST METRO, Calif., Oct. 14, 2020 (GLOBE NEWSWIRE) -- Golden State Wealth Management (“Golden State”), a registered investment advisor, is proud to acknowledge Sandra Cho, President of...
Industry Veteran, Eric Ripley, Joins Golden State to Oversee Business Development
September 08, 2020 08:00 ET
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Golden State
SOUTH COAST METRO, Calif., Sept. 08, 2020 (GLOBE NEWSWIRE) -- Golden State (“company” “firm”), a registered investment advisor, announced today that Eric Ripley will be joining the company’s team as...
Golden State’s brother duo team is now a trio
August 20, 2020 13:59 ET
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Golden State
SOUTH COAST METRO, Calif., Aug. 20, 2020 (GLOBE NEWSWIRE) -- Golden State (“firm” “company”), a registered investment advisor, announced today that Matthew Catone will be joining the company’s team...
Golden State Welcomes Wealth Manager Brian Matz
June 09, 2020 11:09 ET
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Golden State
SOUTH COAST METRO, Calif., June 09, 2020 (GLOBE NEWSWIRE) -- Golden State Wealth Management (“Golden State”) announced today its newest wealth manager, Brian Matz of Matz Wealth Management located...
Golden State Announces Merger of Ideal Life Advisors and Lundqvist Wealth Strategies
June 02, 2020 09:00 ET
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Golden State
SOUTH COAST METRO, Calif., June 02, 2020 (GLOBE NEWSWIRE) -- Golden State Wealth Management (“Golden State”), a registered investment advisor, is pleased to announce the merger of Ideal Life...