Associated tags: BNY Mellon, Research, Turnkey asset management program, Golden, LPL Financial, Golden State, COAST, Financial adviser
Locations: OREGON, USA, SOLARIS, HAWAII, SEOUL, KOREA, SOUTH COAST METRO, CA, US, COAST, CALIFORNIA
SOUTH COAST METRO, Calif., April 25, 2024 (GLOBE NEWSWIRE) -- Golden State is proud to have been named one of USA Today’s Best Financial Advisory Firms for 2024, marking the second consecutive year that they’ve earned the prestigious accolade.
Key Points:
- SOUTH COAST METRO, Calif., April 25, 2024 (GLOBE NEWSWIRE) -- Golden State is proud to have been named one of USA Today’s Best Financial Advisory Firms for 2024, marking the second consecutive year that they’ve earned the prestigious accolade.
- USA Today and Statista, who conducted the survey, selected the Best Financial Advisory Firms for 2024 based on recommendations by clients and peers and a firm’s growth of Assets Under Management (“AUM”).
- It is an immense testament to our commitment to offering quality service and a high level of financial guidance to our clients.
- This honor is a result of our community of advisor's dedication to managing their clients’ wealth.”
Golden State has been honored for a second consecutive year as one of USA Today's Best Financial Advisory Firms for 2024, demonstrating their commitment to providing quality service and personalized financial guidance to their clients.
SOUTH COAST METRO, Calif., April 16, 2024 (GLOBE NEWSWIRE) -- Kristy Motta of Consolidated Financial Management has been recognized by Forbes as one of the top advisors in Oregon in the Forbes Best-in-State Wealth Advisors list for 2024.
Key Points:
- SOUTH COAST METRO, Calif., April 16, 2024 (GLOBE NEWSWIRE) -- Kristy Motta of Consolidated Financial Management has been recognized by Forbes as one of the top advisors in Oregon in the Forbes Best-in-State Wealth Advisors list for 2024.
- 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.
- “It is an honor to receive such recognition and position ourselves among Oregon’s most elite advisors,” says Kristy Motta.
- To learn more about Kristy Motta and Consolidated Financial Management, visit www.cfmplanners.com .
SOUTH COAST METRO, Calif., April 04, 2024 (GLOBE NEWSWIRE) -- 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.
Key Points:
- SOUTH COAST METRO, Calif., April 04, 2024 (GLOBE NEWSWIRE) -- 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.
- She boasts a rich background shaped by her family's immigration journey from Seoul, Korea to Hawaii in the 1970s.
- Because her parents did not speak any English, Kathleen was responsible for the family finances at an early age.
- We couldn't be more delighted to have Kathleen as a part of our team," says Daniel R. Catone, Founder and CEO of Golden State Wealth Management.
SOUTH COAST METRO, Calif., March 19, 2024 (GLOBE NEWSWIRE) -- John Zamboanga joins an esteemed community of veteran financial advisors at Golden State, where he has launched his own California based wealth management firm, Tri Valley Wealth Management.
Key Points:
- SOUTH COAST METRO, Calif., March 19, 2024 (GLOBE NEWSWIRE) -- John Zamboanga joins an esteemed community of veteran financial advisors at Golden State, where he has launched his own California based wealth management firm, Tri Valley Wealth Management.
- John previously worked at Northwestern Mutual, UBS, and Morgan Stanley, where he worked extensively with corporate stock options, and was involved in creating an Executive Stock Option Platform with a Private Wealth Group.
- In addition, he possesses a successful track record with clients on a wide range of financial, estate, trust, real estate investing, and tax planning strategies.
- Having earned his Bachelor of Science in Economics from California State University, Sacramento, he possesses more than 20 years of successful experience with capital markets and financial services.
Retrieved on:
Thursday, February 22, 2024
SOUTH COAST METRO, Calif., Feb. 22, 2024 (GLOBE NEWSWIRE) -- 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 Advisors Best-In-State lists.
Key Points:
- SOUTH COAST METRO, Calif., Feb. 22, 2024 (GLOBE NEWSWIRE) -- 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 Advisors Best-In-State lists.
- The advisors recognized in this year’s Forbes list include:
Sandra Cho, Founder and President of Pointwealth Capital Management , Encino, CA
Kristy Motta, President and Co-owner of Consolidated Financial Management , Beaverton, OR
This award marks the eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State, which features 1,991 women managing cumulative assets of over $2.8 trillion.
- Forbes’ list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
- “We are proud to have Sandra and Kristy within our community of advisors.
Retrieved on:
Thursday, November 16, 2023
SOUTH COAST METRO, Calif., Nov. 16, 2023 (GLOBE NEWSWIRE) -- Golden State, a registered investment adviser, is proud to welcome Mary Avella of Avella Private Wealth Advisors in Lafayette, California.
Key Points:
- SOUTH COAST METRO, Calif., Nov. 16, 2023 (GLOBE NEWSWIRE) -- Golden State, a registered investment adviser, is proud to welcome Mary Avella of Avella Private Wealth Advisors in Lafayette, California.
- She is known for providing accounting and tax consultation services for global fund administrators, private equity and hedge funds, wealth advisory companies and family offices.
- Nine years later, Mary decided to become an independent financial advisor and launched her very own Avella Private Wealth.
- “By joining Golden State, we look forward to assisting the thriving business Mary already has in place, but also watching the growth we can help provide her with the many resources we have to offer.”
To learn more about Avella Private Wealth, visit www.avellaprivatewealth.com .
Retrieved on:
Wednesday, November 1, 2023
Dignity,
Magisterium,
Creation,
Heart,
Catholic Church,
COAST,
Golden,
Golden State Theatre,
Family,
Investment,
Golden State,
Financial adviser,
Management,
Asset management,
Arimathea Arimathea offers an innovative solution where investments remain in harmony with Catholic moral theology, while delivering professionally managed portfolios.
Key Points:
- Arimathea offers an innovative solution where investments remain in harmony with Catholic moral theology, while delivering professionally managed portfolios.
- Traditionally, Catholics have faced a dilemma when it comes to investing, forcing them to choose between adhering to their faith and pursuing financial prosperity.
- “Arimathea is a proactive and intentional way for investors to truly make a long-lasting and positive impact in the advancement of Catholic teachings and values.
- Arimathea is committed to providing a platform where faith-driven investors can grow their wealth while remaining steadfast in their devotion to Catholic values.
Retrieved on:
Tuesday, October 17, 2023
SANTA ANA, Calif., Oct. 17, 2023 (GLOBE NEWSWIRE) -- Golden State is proud to announce its ranking on the Forbes America’s Top RIA Firms list for 2023.
Key Points:
- SANTA ANA, Calif., Oct. 17, 2023 (GLOBE NEWSWIRE) -- Golden State is proud to announce its ranking on the Forbes America’s Top RIA Firms list for 2023.
- This second annual list has 250 advisory firms with cumulative assets of more than $1.1 trillion.
- This acknowledgement could not have been made possible without the hard work from each advisor on our team.
- We are thankful for the caliber of advisors at Golden State and for the dedication and commitment they give to their clients and the industry,” says Daniel R. Catone, Founder and CEO of Golden State.
SOUTH COAST METRO, Calif., May 31, 2023 (GLOBE NEWSWIRE) -- 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.
Key Points:
- SOUTH COAST METRO, Calif., May 31, 2023 (GLOBE NEWSWIRE) -- 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.
- Ben is an experienced financial advisor who has built a reputation for providing personalized, comprehensive advice tailored to the needs of each of his clients.
- “Ben is passionate about helping families and individuals plan for their financial future,” says Daniel R. Catone, Founder and CEO of Golden State.
- Whether you are planning for retirement, seeking to grow your wealth, or managing debt and other financial issues, Marshall Wealth Advisors is here to help.
SOUTH COAST METRO, Calif., May 30, 2023 (GLOBE NEWSWIRE) -- Golden State has been awarded on the USA Today list of Best Financial Advisory Firms 2023.
Key Points:
- SOUTH COAST METRO, Calif., May 30, 2023 (GLOBE NEWSWIRE) -- Golden State has been awarded on the USA Today list of Best Financial Advisory Firms 2023.
- This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider.
- USA Today and Statista selected Best Financial Advisory Firms 2023 based on based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets Under Management (AUM).
- Based on the results of the study, Golden State is ecstatic to be recognized on the USA Today list of Best Financial Advisory Firms 2023.
